Kristin Lutz
Financial Planner @Portico Benefit Services
Minneapolis, MN, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2014 — Present
Financial Planner @Portico Benefit Services
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Minneapolis, MN, US
Certified Financial Planner℠Charted Retirement Planning Counselor℠Educate members on the benefits that they have through Portico. Communicate advantages and disadvantages of different retirement planning strategies.
EDUCATION
2008 — 2012
Clarkson University
Bachelors of Science, Innovations and Entrepreneurship with a Law Minor and a Project Management Minor
2015 — 2015
College of Financial Planning
Chartered Retirement Planning Counselor, Finance and Financial Management Services
ABOUT KRISTIN LUTZ
Financial Planner at Portico Benefit Services
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