“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 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.
In Episode 199: Remaining Relatable, Kristina joins Cambridge CEO Amy Webber to discuss:
Client testimonials may not be representative of the experience of all clients and are no guarantee of future performance or success.
Kristina Paz is the Managing Partner and Portfolio Manager at Sopris Wealth Advisors, in Fort Collins, Colorado. Kristina and Sopris Wealth Advisors believe in empowering their clients to take control of their financial lives through education and financial planning.
Kristina specializes in working with women in transition, particularly health care workers. She attended Mount Holyoke College in Massachusetts, majoring in Economics, and moved on to work with Wachovia Securities, Morgan Stanley Smith Barney, and Waddell and Reed before joining Cambridge Investment Research, Inc. in 2017. She currently lives in Colorado with her husband, Anthony, and their rescue Doberman, Miki. In her free time, she enjoys traveling, cooking, rock climbing, paddleboarding, and hiking.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sopris Wealth are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.