We are pleased to announce the College of Financial Planning has granted Kristin Greenleaf the Financial Paraplanner Qualified Professional™ (FPQP™) designation. Individuals who hold the FPQP™ designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to the Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
Kristin has more than 20 years of experience in the financial industry. In addition to providing excellent client service on Rowland Carmichael’s Operations Team, she is also a key player on our Financial Planning Team. In this role, she demonstrates competence in gathering, reviewing and analyzing clients’ financial information and constructing personal financial statements to give our clients a comprehensive picture of their financial well-being. Kristin enjoys building relationships with our clients as she listens attentively to help them achieve their financial goals.
Kristin is married to the love of her life, Michael, has two sons, a junior at Colorado School of Mines and a junior in high school. Their family has two dogs, Steve and Gary. She enjoys cooking, working out and sharing time with friends.