Broker Check

Planning Partners, LLC

(860) 693-9916

Kristin W. Oswald, CFP®, ChFC®, CLU®, AIF®

Kristin W. Oswald, CFP®, ChFC®, CLU®, AIF®

Investment Advisor Representative

Kristin Wadman Oswald is an owner of Planning Partners, LLC ,a small and personal financial planning firm in Canton. She and her associate, Investment Advisor Representative JoAnne DePalma, CFP®, AIF® work closely with over 300 individuals, families and small businesses as they plan for their financial future.

Kristin has been a full-time planner and financial counselor with Planning Partners, LLC for almost twenty years. She has held seminars on Women & Investing and works with her clients to help them diversify their portfolios with investment and insurance products. She helps keep clients on track with their financial goals and provides advice through every stage of their lives which tends to lead to multi-generational relationships within the family.

Kristin earned the CERTIFIED FINANCIAL PLANNERTM certification in March, 2002 and the Accredited Investment Fiduciary certification in February, 2016. She keeps up to date with continuing education requirements for all certifications and the Connecticut Department of Insurance. She has over 25 years experience in the financial services industry, having started her career with Travelers Life & Annuity. Kristin is a 1985 cum laude graduate of Mount Holyoke College with a bachelor’s degree in Economics & Psychology.

Kristin is an Investment Advisor Representative of Cetera Advisor Networks LLC through which she can offer a variety of investment and advisory services. She is also a licensed life and health insurance agent in several states.

Kristin lives with her husband, Bob, and two daughters in Collinsville, Connecticut. She has been a resident of Canton for more than 25 years, and has served as Canton Chamber of Commerce President, Treasurer of First Congregational Church Canton Center and is a member of several town committees. Kristin was most recently honored with the Business Person of the Year award from the Canton Chamber of Commerce in 2014.

Kristin holds the following securities registrations: Series 7, 24, 63 and 65.

 

 

 

Have A Question?







Thank you! Oops!

Recommended Content

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.