Kristin Kling
Financial Advisor @Northwestern Mutual
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WORK HISTORY
Financial Advisor @Northwestern Mutual
In my role as a Financial Advisor, I specialize in helping healthcare professionals and corporate leaders — especially those at Cone Health and Atrium Wake Forest Baptist Health — take control of their financial future.My approach focuses on:• Building customized wealth accumulation and retirement strategies• Implementing tax minimization plans• Managing risk and protecting income/assets• Offering clear, proactive advice that aligns with both personal and professional goalsMany of my clients are successful professionals who simply lack the time or desire to manage all the moving parts of their financial picture. I take that off their plate so they can focus on what matters most.Whether you’re looking to grow wealth, create passive income, reduce taxes, or plan for long-term financial security, I’m here to help!
EDUCATION
Guilford Technical Community College
Associates Degree, General Studies
Weaver Academy for Performing and Visual Arts
High School Diploma, Concentration in Vocal Performance
ABOUT KRISTIN KLING
Financial planning wasn’t my dream job growing up, but it’s become my true calling.After over a decade in client service and relationship management, I felt called into the advisor role. My risk-averse personality and detail-oriented nature led me through countless hours of research about this career — and I knew I had found the path where I could make the biggest impact.Today, I specialize in helping both healthcare and corporate professionals gain control of their financial future — especially those at:VolvoVF CorporationSyngentaCone HealthAtrium Wake Forest Baptist HealthMost of my clients are doing well financially but are juggling busy careers, family, and the complexities of managing their wealth. That’s where I step in.I help clients protect what matters most, build wealth intentionally, minimize taxes, and create a personalized financial plan they can feel confident about. That includes:>> Wealth accumulation strategies (how to grow your money effectively)>> Tax minimization planning (how to not overpay taxes)>> Budgeting and cash flow management>> Retirement and distribution strategies (be able to be financially free earlier than 65)>> Risk management (protecting your family, income & assets)When you work with me, you get more than just a plan. You get a long-term partner who truly listens, helps you make sense of your options, and puts your goals first.Whether you\'re navigating complex employer benefits, stock compensation, or just want a clearer plan in place, I offer a calm, thoughtful partnership — with advice that aligns with your personal and professional goals.If you’re a busy, kind-hearted, W2 professional looking for more clarity and confidence around your finances, I’d be happy to see if I can support y••••••••@nm.comKristinkling.nm.com
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