Kristi Kearney MS, CPA, CFP®

Partner and Senior Wealth Advisor

Based in Denver, Kristi helps individuals and families prepare for retirement, optimize taxes, and align their money, energy, and time with what matters most in their lives.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Kristi Typically Helps

Pre-retirees and retirees, professionals seeking tax-aware planning, individuals and families with complex financial lives, clients seeking values-aligned financial guidance.

Serving Clients in

Denver • Colorado Springs • Fort Collins • Cherry Creek • Greenwood Village • Communities throughout Colorado

Available nationwide through virtual meetings

Questions Kristi Helps Answer

How can I prepare for retirement?
What tax-planning opportunities should I consider?
How can I coordinate financial and estate-planning conversations?
What goals matter most to me, and how should they shape my plan?
How can I align my money with my values and life priorities?

Kristi Kearney is Senior 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, tailored to each client’s unique needs and preferences.
She specializes in various financial planning services, including asset management, tax planning, and investment advisory services. By taking a holistic approach to financial planning, Kristi can provide her clients with the guidance and support they need to make informed decisions and achieve their financial objectives.
In 2026, Kristi joined the Mission Wealth Partner group.

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, Partner and Senior Wealth Advisor

Kristi’s Frequently Asked Questions

What should I expect when I begin working with Kristi as my financial advisor?

Clients can expect true listening, including attention to what is said and what may remain unsaid. Kristi supports clients across tax planning, financial planning, and estate conversations, while first seeking to understand what matters most to them and how their financial resources can support the life they want to live.

Will I work directly with Kristi, and who else may support my financial plan?

Kristi will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Kristi will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Kristi if I live outside Denver or my situation is not listed above?

Yes. Kristi meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

Professional Background

Kristi Kearney’s background in finance includes experience with some of the industry’s most reputable companies. 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.

Kristi graduated from Colorado State University in Fort Collins. After double-majoring in Finance and Accounting, she 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 and assisting with the school’s Critical Needs Program, which provides food and other necessities to families in need. 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.