Kristi Kearney Client Advisor Mission Wealth

Kristi Kearney

In by Mission Wealth

Kristi Kearney Wealth Advisor

Kristi Kearney

MS, CPA, CFP®

Wealth Advisor

CONTACT KRISTI

Kristi Kearney

MS, CPA, CFP®

Wealth Advisor

CONTACT KRISTI

"Working as a wealth advisor is fulfilling because of the human connection. I enjoy partnering with my clients and empowering them to achieve their financial aspirations and live the life they desire. Being able to make a meaningful impact towards a client's 'happily ever after' is a feeling that is unparalleled."

Kristi Kearney is Wealth Advisor with Mission Wealth, providing comprehensive financial planning services to clients in Denver, Fort Collins, and throughout the surrounding regions of Colorado. With a strong commitment to helping her clients achieve their financial goals and realize their dreams, Kristi takes a customized approach to financial planning that is tailored to meet the unique needs and preferences of each individual client. She specializes in delivering a range of financial planning services, including asset management, tax planning, and investment advisory services. By taking a holistic approach to financial planning, Kristi is able to provide her clients with the guidance and support they need to make informed decisions and achieve their financial objectives.

"Working as a wealth advisor is fulfilling because of the human connection. I enjoy partnering with my clients and empowering them to achieve their financial aspirations and live the life they desire. Being able to make a meaningful impact towards a client's 'happily ever after' is a feeling that is unparalleled."

Kristi Kearney is Wealth Advisor with Mission Wealth, providing comprehensive financial planning services to clients in Denver, Fort Collins, and throughout the surrounding regions of Colorado. With a strong commitment to helping her clients achieve their financial goals and realize their dreams, Kristi takes a customized approach to financial planning that is tailored to meet the unique needs and preferences of each individual client. She specializes in delivering a range of financial planning services, including asset management, tax planning, and investment advisory services. By taking a holistic approach to financial planning, Kristi is able to provide her clients with the guidance and support they need to make informed decisions and achieve their financial objectives.

Learn About Kristi Kearney

Professional Background

Kristi Kearney's background in finance includes experience with some of the most reputable companies in the industry. She started her career at a “big four” accounting firm, Deloitte & Touche, before transitioning to private equity with Canyon Capital Partners in Beverly Hills. These early career experiences provided her with invaluable knowledge and skills that she continues to utilize in her work today.

Reflecting on her career path, Kearney shares, "I’m forever grateful for my experiences in these roles, but after taking some time away to raise my young children at the time, I know that I’m exactly where I’m supposed to be. Working with a supremely talented team at Mission Wealth." Her experiences in both the corporate world and as a mother have given her a unique perspective that she brings to her role as a Wealth Advisor.

Kristi graduated from Colorado State University in Fort Collins. After double majoring in Finance and Accounting, she then went on to obtain a Master of Accounting. She also holds her Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ designations.

Personal Pursuits

Kristi Kearney cherishes spending quality time with her loved ones, including her husband Brett and their three children, Benny, Mikey, and Charli Grace. Together, they enjoy exploring new experiences, discovering new cuisines and wines, attending concerts and sporting events throughout Denver. Kristi places a great value on building lasting relationships with her family and friends, and applies this same approach to her work as a Wealth Advisor.

Community Impact

Kristi is passionate about making a positive impact in her community and inspiring others to do the same. She remains actively involved in her children's elementary school, volunteering in their classrooms to stay connected and grounded. For Kristi, giving back to her community is not only important for its own sake but also serves as a valuable reminder to prioritize what truly matters in life - spending quality time with loved ones and finding joy in everyday moments.

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Kristi Kearney Volunteering

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
CONTACT US