Kristy Tochihara

About Kristy Tochihara

With over 30 years of experience in the financial services industry, my practice provides comprehensive wealth management for individuals and small companies. With investment planning as the core of our business, our objective is to make our clients\' lives easier and help them achieve their life goals. I am an active member of the community and served as a past board member for the University of Colorado Leeds Board of Alumni and Friends, Denver Alzheimer’s Association, and the Boulder County YWCA. I am also honored to be named as a 2022 Forbes Top Women Advisor. This recognition was made possible by the hard work of my stellar team, as well as the trust of our incredible clients.*Our practice does not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. This information is intended for use only by residents of: AK, AR, AZ, CA, CO, FL, GA, KS, HI, IL, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NM, NY, OK, OR, PA, SC, SD, TN, TX, VT, WA, WI, WV, WY only. CA insurance license ID#0C49120 Resident State: CO Issue date 11/16/1998 Expiration date 11/30/2022 Please contact me by email, K•••••@Trailheadwm.com or by phone, I cannot respond to messages through LinkedIn Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on

Experience

1. Director, Senior Pim Portfolio Manager, Crpc

   Trailhead Wealth Management, Llc

   Feb 2016 — Present · Louisville, CO

   Registrations held: Series 7,63,65, and 31. Life, Health and Long-term care insurance licensed. Chartered Retirement Planning Counselor designation.

Education

• University of Colorado Boulder

  Bachelor of Science (B.Sc.)

  1981 — 1985

Skills

• Financial Advisory
• Strategic Planning
• Alternative Investments
• Retirement
• Securities
• Financial Analysis
• Retirement Planning
• Finance
• Investments
• Asset Allocation
• Mutual Funds