Remaining Relatable

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About the Episode:

“I think that when you break down that fear of the unknown with education, it makes a huge difference and I look for a lot of stories to make something more relatable, like, you know; Rebalancing your portfolio is just like getting your hair trimmed, like your hair grows at all different lengths and you have to get it back into balance.” – Kristina Paz

As a strong advocate for women in the financial services industry and one of the only all-women financial advisor firms in the state of Colorado, Kristina Paz of Sopris Wealth Advisors specializes in working with women in transitions, particularly health care workers. While her firm and relationships with her clients continue to evolve, Kristina credits her family for her passion to serve others. You don’t want to miss an episode of Cambridge Stronger as Kristina shares how she helps her clients take back their financial freedom through education, and why she believes being relatable is the key to empowering her clients.

Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success. Cambridge Investment Research, Inc. Member FINRA/SIPC