Executive Vice President
Kristina Paz began her career in the financial sector with an internship at Wachovia Securities. After graduating from Mount Holyoke College in South Hadley, Massachusetts, 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 Advisor 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, Inc. 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 Vice President in September of 2017. She specializes in building portfolios and finding solutions to clients’ financial needs.
Kristina graduated from Mount Holyoke College with a Bachelor of Arts in Economics and an English minor. She recently received the Advisor/Council award from Fidelity Investments for outstanding achievements in service to her clients.
Kristina holds FINRA series 7 and 66 licenses. She also has her Life, Health, and Long-Term Care license in the state of Colorado and various other states.
Kristina enjoys rock climbing, hiking Colorado’s mountains, cooking, knitting, and traveling. She also enjoys spending time with her husband and 5 year old rescue Doberman.
Kristina has also 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 has served as the Chapter Chair of the Northern Colorado Divorce Alliance.
Kristina currently serves on the Loveland Habitat for Humanity’s Women Build Committee and enjoys participating in home building days.In August 2019, the entire firm was awarded Best Financial Planner/Advisor by the Best of Loveland Magazine.
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Pertaining to Kristina Paz, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, DE, FL, IA, MD, MN, NJ, NY, OR, SD, VA, and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.