Kristina Keck

Retirement Plan Consultant

Kristina Keck is a Retirement Plan Consultant for ClearPoint Financial. Her practice is focused on the corporate retirement plan market in Northern California.

Kristina grew up in Santa Rosa, CA. In 1986, she reported to Command and Control Specialist School in Biloxi, MS with the United States Air Force. She spent seven years with the Air Force serving as a Force Status Controller on board Operation Looking Glass (SAC), a controller in the underground SAC Command Center, and completed her tour working with the Strategic Arms Reduction Treaty (START) program. Kristina exited the active duty Air Force in 1993, but has continued her service to our country as a member of the Air National Guard advancing to her current rank of Chief Master Sergeant (E-9). She is currently a “weekend warrior” and serves as the Wing Command Chief Master Sergeant for the 129th Rescue Wing (ANG), Moffett Federal Airfield, CA.

Kristina started her financial services career with Northwestern Mutual Life in 1993. Realizing that a majority of corporate retirement plans were not receiving proper financial advisor support, she started specializing in the retirement plan and pension market in 2001. She currently works with Bay Area businesses on the design, implementation and servicing of their corporate retirement plans. Her background of giving advice to both military leaders and business owners is instrumental when it comes to plan sponsors having to make important fiduciary decisions. In addition, her training in team building, mentorship and diversity are key factors of her success in helping plan participants make decisions that will impact them now and during their retirement.

She has been active in industry activities, and is currently working towards her CERTIFIED FINANCIAL PLANNER ®, professional certification. Kristina currently holds the Series 6, 7, 24, 63 and 65 registrations through LPL Financial, her Accredited Investment Fiduciary (AIF) designation, as well as a Life & Health license (CA License# 0C33133) with the state of California. Her licensing and accreditations allow her to serve as a co-fiduciary on the retirement programs she services.

Kristina is married and has two children. She is an avid cook, reader, tennis player and skier.

707.494.9280