Financial Advisor/Owner & Partner with Ray LeVitre, CFP
Financial Management Philosophy
Kristy is an owner and partner with Ray LeVitre, CFP. Together, Kristy and Ray bring a wealth of experience to serve clients who desire a financially secure retirement.
With Ray’s experience building one of the top fee-only financial advisory practices in the state of Utah and Kristy’s 20 plus years as a career woman building her own nest egg, they bring an unusual combination of expertise, compassion, and capabilities to the table.
Much of Kristy’s career spanned over 20 years in executive management positions in Northern California/Silicon Valley with high tech and early internet companies. When she relocated to Utah, she was personally recruited by Utah’s Governor Michael O. Leavitt to lead the state’s hosting and business development programs for the 2002 Olympics. She later went on to teach in a highly regarded private Utah school prior to becoming a licensed fee-only financial advisor.
Kristy believes that everyone should actively plan for retirement. It was while she was in preparation for her own retirement, sitting on the client side of the table that she discovered how different advisor agendas and motivations can be, which often leads to unnecessary complexity and confusion. It was this experience that inspired her to re-enter the workforce to become a fee-only (fiduciary) advisor herself. She is keenly aware of how daunting the financial planning choices can seem. Her personal journey through the school of hard knocks led her to discover that financial planning and investing can be an enjoyable, uncomplicated and stress-free experience. Together, Kristy and Ray strive to make that possible for all of the clients they serve.
Kristy and her husband live in Utah with their youngest child. They enjoy Utah for its people, the four seasons and proximity to their three adult children. She and her family enjoy beach time in California and Hawaii during summers and snow sports during Utah winters.
Education & Designations
Certified Investment Advisor Representative, Series 65 Licensed
Member, Financial Planners Association (FPA)
Certified Financial Planning Certification Program, Utah Valley University
Bachelor of Science, Business Administration and Marketing, California State University