Kristen E. Moosmiller, CFP^®

For more than a decade, Kristen Moosmiller has worked closely with hundreds of individuals and families—particularly those approaching or in retirement—providing comprehensive, tailor-made financial plans with a focus on investments and taxes. As a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent with the IRS, she is uniquely qualified to maximize tax savings for retirees. She also works with high-income individuals and small business owners, helping them strategize their tax savings in preparation for retirement. Her greatest joy is encouraging and supporting clients to achieve their personal dreams. As founder and managing partner of NorthAvenue Financial Advocates, Kristen has developed a team that specializes in working with the next generation of clients. Multiple generations within families call NorthAvenue their financial planning ally. Currently, Kristen is soon to begin a three-year term as a national board member of NAPFA (National Association of Personal Financial Advisors – the largest fee-only advisor organization). She is also a member of FPA of Central Ohio (Financial Planning Association), NAWBO Columbus (National Association of Women Business Owners), and ACP (Alliance of Comprehensive Planners). She twice served as president of her regional FPA chapter, is a founder of a nationally recognized Generation–Y advisor peer group, and served on the NAPFA national committee for CFP® Practice Standards that worked to shape nationwide fiduciary standards for CFP®s. In 2016, Kristen was selected from more than 800 entrants to receive the prestigious “Top 40 Advisors under 40” award from InvestmentNews. Kristen graduated cum laude from Xavier University in Cincinnati, where she majored in finance and marketing. Beyond her career, Kristen is focused on making meaningful change in her community. Amongst her recent charitable efforts, Kristen has served on a local rotary club’s foundation and club boards, and led the local Service to Youth Committee in Westerville City Schools. She was recognized in Financial Planning magazine for her volunteer efforts and coordination at New Directions Career Center as past pro bono director of FPA of Central Ohio. Kristen, her husband Jeff, and their cats Bella and Mac live in Westerville, OH. They share time together enjoying the outdoors, and with more than 30 countries visited they are avid travelers.

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances