Allegiant's Kristina Vorndran Earns CRPC Designation

Business

Allegiant Private Advisors, an independent, fee-based firm offering fiduciary-level financial planning and investment advisory services, has announced that Paraplanner Kristina (KJ) Vorndran, CFP, CRPC, has earned the Chartered Retirement Planning Counselor designation. The CRPC program focuses on the entirety of the retirement planning process, encompassing pre-and post-retirement needs from sources of retirement income including personal savings and employer-sponsored retirement plans to income taxes, retirement cash flow, Medicare, asset management and estate planning.

The Allegiant Private Advisors team is comprised of professionals with a combined total of over 100 years of industry experience. Vorndran joined in 2016 as a wealth management intern, before formally joining the firm as a full-time financial planning assistant, and then being promoted to paraplanner in 2019. She is also currently pursuing a Master's of Science in Personal Financial Planning.

Allegiant Private Advisors

« View The Tuesday Apr 30, 2019 SRQ Daily Edition
« Back To SRQ Daily Archive

Read More

Grapevine Communications and Demand Exposure Announce Merger

Grapevine Communications and Demand Exposure Announce Merger

Apr 8, 2024

 Four Nautilus Homes Make the Moderns That Matter: The Sarasota 100 List

Four Nautilus Homes Make the Moderns That Matter: The Sarasota 100 List

Apr 1, 2024

What Will MITER Purchase of PGT Mean in North Venice?

What Will MITER Purchase of PGT Mean in North Venice?

Jacob Ogles | Apr 1, 2024

Clive Daniel Home Transforms Homes by WestBay's Newest Models

Clive Daniel Home Transforms Homes by WestBay's Newest Models

Mar 18, 2024