Contact Name: Jamie Jalwan
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Sarasota, Fla. – Allegiant Private Advisors, an independent, fee-based firm offering fiduciary-level financial planning and investment advisory services, is pleased to announce 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. Individuals who hold the CRPC® designation must complete a course of study, pass an examination and adhere to standards of professional conduct.
“KJ’s drive and commitment to professional development is founded in her desire to always provide our clients with the best roadmap to obtaining multiple financial objectives,” said Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®. “Her most recent achievement earning the designation as a Chartered Retirement Planning Counselor® adds another layer of credence to the Allegiant team as we remain committed to recruiting and supporting the best and brightest professionals serving every aspect of our client families’ priorities.”
The Allegiant Private Advisors team is comprised of professionals with a combined total of over 100 years of industry experience. The team includes three Chartered Financial Analyst Charterholders, five Accredited Investment Fiduciary® Designees, and one hundred percent of Allegiant advisors, both on the Wealth Management and Investment Teams, have earned the CERTIFIED FINANCIAL PLANNER™ certification: Chairman Martin J. Kossoff, CFP®, AIF®, President & Chief Investment Officer Benjamin W. Jones, CFP®, AIF®, Chief Operating Officer Paul B. Cantor, CFA, CFP®, AIF®, Wealth Advisor Director Carl A. Watkins, CFP®, CDFA™, AIF®, Portfolio Manager Luke Nicholas, CFP®, CFA, Wealth Advisor Melissa Walsh, CFP®, CFA and Paraplanner Kristina (KJ) Vorndran, CFP®, CRPC®. These designations are the hallmarks of advisors committed to putting client needs first.
Vorndran joined Allegiant Private Advisors in 2016 as a wealth management intern. After a few months, she formally joined the firm as a full-time financial planning assistant, coordinating financial planning projects for the wealth management team, and was promoted to paraplanner in 2019. Vorndran speaks three languages fluently and graduated summa cum laude, at the top of her class with a 4.00 GPA, in May 2016 from the University of South Florida. Having earned the CERTIFIED FINANCIAL PLANNER™ certification in late 2018 and Chartered Retirement Planning Counselor® designation in 2019, she is also currently pursuing a Master's of Science in Personal Financial Planning. Vorndran has a passion for auto motorsports racing; she is the first and only female U.S. Grand National Karting Champion.
Allegiant Private Advisors Paraplanner Kristina (KJ) Vorndran, CFP®, CRPC®, has earned the Chartered Retirement Plan Counselor® designation.
About Allegiant Private Advisors
Since 1997, Allegiant Private Advisors has been creating customized wealth management solutions for high-net-worth families, entrepreneurs, nonprofit organizations and foundations. The experienced team manages assets conservatively on a fiduciary basis. Unique investment strategies based on proprietary research are developed for each client family, complimented by a concierge-like approach to customer service. Allegiant Private Advisors is located at 240 South Pineapple Ave., Suite 200, Sarasota, FL 34236. For more information, call 941-365-3745 or visit www.allegiantpa.com.
Advisory Services Offered Through Commonwealth Financial Network, a Registered Investment Adviser