"We felt a sense of relief after meeting with Kristin and look forward to our next session."
-Hillary & Steve, San Francisco
Kristin C. Harad, CFP®
Kristin started VitaVie Financial Planning to service the needs of expectant parents and families with young children.
By coupling personal financial planning with coaching, Kristin helps eliminate her clients' anxiety around money and proactively addresses the issues that arise with the increased financial responsibility that accompanies parenthood.
With nearly fifteen years of client management experience, Kristin has worked for major financial players including Charles Schwab, Visa, and Chase Bank (JP Morgan Chase). As such, she has extensive knowledge in retirement planning, credit cards (leveraging what is helpful and getting rid of what is not!), home equity products, and utilizing brokerage services in additional to more general financial planning.
Most of all, Kristin enjoys working with people to help them achieve their goals. To complement her financial knowledge, Kristin is also a trained personal coach. She not only completed training through The Coaches Training Institute, but also spent time working at the school to better understand the coaching industry and how it could help in the area of financial planning.
Kristin is a CERTIFIED FINANCIAL PLANNER™ professional. She completed her Personal Financial Planning coursework at UC Berkeley and earned her Bachelors of Science in Economics from The Wharton School at the University of Pennsylvania.
Originally from Harrisburg, Pennsylvania, Kristin has been a San Francisco resident since 1997. Kristin lives with her husband, son, and daughter in the Marina District.