About Kristina

Kristina Paz began her career in the financial sector with an internship at Wachovia Securities. After graduating from Mount Holyoke with a BA in Economics and an English minor, she moved to Chicago, where she worked for several years as part of a team at Morgan Stanley Smith Barney. In 2010, Kristina and her husband, Anthony, moved to Fort Collins Colorado, where she started her own financial planning practice with Waddell & Reed. Kristina built her practice on financial planning, education, and advisory services. After 7 years with the firm, Kristina was introduced to Holly Stewart, President of SummitView Advisors, in Loveland. Kristina made the decision to move her practice to Holly’s broker/dealer, Cambridge Investment Research. Kristina and Holly have teamed up to create one of the only all-female advisor teams in Northern Colorado. They both share a passion for financial planning as a tool to help clients create strategies to reach their goals. Kristina strongly believes that financial planning should be an educational process, one that empowers her clients to make more informed decisions about their financial lives. Kristina joined SummitView Advisors as the Vice President in September of 2017.

Kristina enjoys rock climbing, hiking Colorado’s mountains, cooking, knitting, and traveling. She also enjoys spending time with her husband and 3 year old rescue Doberman.

Achievements:

Kristina graduated from Mount Holyoke College in South Hadley, Massachusetts. She has served on the board of Colorado Women of Influence, the PVH Foundation Spring Benefit and Business Relations Committees, has taught classes with Junior Achievement, and is involved with Loveland Habitat for Humanity’s WomenBuild program. She is currently the chapter chair of the Northern Colorado Divorce Alliance.