Kristen Barker

Financial Advisor

Kristen Barker is a Financial Advisor with Wescott and is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.  Committed to designing optimal paths for her clients to live their ideal lives, Kristen’s expertise focuses on multi-faceted, comprehensive financial planning, retirement planning, tax and estate planning and investment management.

She is a member of Wescott’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.

Prior to joining Wescott, Kristen was a Financial Planner at Asset Planning Services, Ltd. (APS), nurturing client relationships in the financial planning process, providing ongoing client services, and on-boarding APS’ prospective clients.  A Certified Financial Planner™ (CFP®), she began her career in the profession as a financial paraplanner.

Kristen is a graduate of Houghton College, where she earned her Bachelor’s degree in Business Administration.

She resides in Palm, Pennsylvania with her husband, Mike.

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.

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