Kristal Burton
Financial Strategies | Individual and Business Retirement Plans | Education Savings | Preparing for the unexpected
- Role
- Financial Advisor at Edward Jones
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Kristal Burton
Mesa is home and there is nowhere else I would rather be. Even while moving around the country during my husband\'s military service, I always wanted to end up back in AZ. I love our desert and the sunshine. You can\'t beat the winters here and, in the summer, if you have a cold drink, good A/C and access to a pool, you\'ll be just fine. My top priority is to put people first. I want to understand you as a person and as part of a family or business, your priorities and what is most important to you. From there, I use Edward Jones\' established process to build personalized strategies for your objectives. Our communication process is tailored for each client, so you hear from us proactively and regularly. I strive to have the heart of a teacher and to help my clients understand their customized strategies, so they leave my office feeling confident in our partnership and our plan. If you are looking for a financial advisor who cares deeply about her clients, communicates consistently and helps build a financial strategy that is tailored to you, your goals and your comfort level with the market, please reach out and set a time to talk. My number is (48••••••40 and my email is k••••••••@edwardjones.com. I would love to get to know you and see how I can help. A little about me personally: My husband, Matthew, and I have been married for 15 years and have two amazing kids. We love urban desert gardening and grow grapes, apples, peaches, pomegranates and blackberries as well as loads of veggies in our box gardens. We also love the outdoors and enjoy racing in triathlons, road races and ultra-trail runs. Volunteering in my local church and humanitarian aid groups are other ways I like to stay involved in our For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Nov 2019 — Present · Mesa, AZ, US
401K OptionsAsset Allocation StrategiesEstate ConsiderationsEstate and Legacy StrategiesFinancial Analysis & AssessmentFinancial StrategiesPortfolio ReviewRisk AssessmentStrategic Planning
Education
Highland High School
Diploma
2000 — 2004
Arizona State University
Bachelor’s Degree
2008 — 2010
Skills
- Nutrition
- Public Speaking
- Microsoft Excel
- Microsoft Word
- Nutritional Counseling
- Health Education
- Nutrition Education
- Microsoft Office
- Customer Service
- Powerpoint
- Wellness
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