Kristan Preston, CFP®

Financial Planner

I work closely with individuals and business owners to develop, implement and oversee their financial planning and investment strategies. I also participate on the firm’s investment committee to review investment performance and strategies for the firm.

Although my day-to-day activities involve critical thinking and complicated planning, the best part of my job is the strong connections I make with people. I get to know my clients so they feel comfortable with me as we plan for their future.

Professional Accreditations/Education

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Maintains the Series 7 FINRA registration and is insurance licensed through ValMark Securities, Inc., a FINRA-registered Broker/Dealer
  • Miami University, B.S. in business with a concentration in finance

Up Close

  • Enjoys traveling and spending time with family and friends
  • Lives with her husband, Bill, in Chagrin Falls
  • Joined Sequoia in 2008

Member Info

Kristan Piero

Phone

330.255.4351

Email

kpreston@sequoia-financial.com

Favorite Quote

“Change is the law of life. And those who look only to the past or present are certain to miss the future.” – John F. Kennedy

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.