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Kristen Koch, CFP®

Executive Team, Advisory Services: Advisor

Education, Certifications & Credentials

  • B.S. from A. B. Freeman School of Business, Tulane University
  • Certified Financial Planner® Professional

Where I live
Santa Barbara

Originally from
Trenton, IL

Travel, lots of travel…and lots of sports activities often including golf, yoga, running, skiing, surfing or whatever else sounds fun.

Favorite quote
“Simplicity is the ultimate sophistication.” - unknown (often attributed to Leonardo da Vinci)

Someplace I love
New Orleans, Louisiana… the friends, experiences, and life knowledge I gained in the four years I lived in New Orleans were invaluable. Not to mention that it’s a very unique place full of character and fun!

Something I accomplished
As a member of Tulane’s basketball team, we won several conference championships and made the NCAA Tournament all four of my years. 

Something about WCF that makes me proud
There is an authentic ethos for helping people that runs through the entire team.