Kristen Moran is an experienced professional with nearly 30 years in the financial planning industry. Kristen strives to help clients achieve their financial goals
Kristen earned her Bachelor of Business Administration degree from Ohio University, graduating summa cum laude. Her strong educational foundation has served as a solid platform throughout her successful career. In 2001 she obtained her CERTIFIED FINANCIAL PLANNER™ certification, further establishing her credentials and commitment to further education in the field.
Kristen’s journey in the financial industry began in 1996 when she joined Cleveland Financial Group as a life specialist. Her skills and dedication led to her progression within the company, where she served as a financial planning case manager. Ultimately, Kristen assumed the role of Director of Planning at the Cleveland office.
In 2005, Kristen joined Cedar Brook Group during its inception and contributed as the Director of Planning. In this role, she played a pivotal part in assisting advisors in guiding their clients towards their financial aspirations. Kristen’s insights have been instrumental in helping individuals and families navigate complex financial landscapes.
As an active member of the Financial Planning Association, Kristen stays abreast of industry trends and best practices. She believes in continuous learning and professional growth. Her passion for sharing her experiences led her to present at an eMoney Summit conference, where she provided insights to fellow financial professionals. Kristen is committed to driving innovation and raising the standards of financial planning.
Kristen actively volunteers with the Lakewood Athletic Boosters, supporting local sports programs and contributing to the growth and development of young athletes. She is also an active member of the Parent-Teacher Association (PTA), actively participating in initiatives that benefit the local community.
Outside of her professional pursuits, Kristen finds joy in spending quality time outdoors with her husband, children, and two goldendoodles. In her leisure time, Kristen indulges in her love for reading and gardening. She finds solace in nurturing plants and tending to her garden, cultivating beauty and tranquility in her surroundings. Additionally, she cherishes spending time with friends, enjoying their company and fostering meaningful connections.