Kristina W. Oswald,  CFP<sup>&reg;</sup> - Financial Advisor

Kristina W. Oswald, CFP®

Planning Partners

PO Box 365
Collinsville, CT 06022
(860) 693-9916

General

Kristina Oswald is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Planning Partners in Collinsville, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: CT,MA
  • Health/disability insurance: CT,MA
  • Fixed annuities: CT,MA
  • Variable annuities: CT,MA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources