| wealth management

Kristina L. Foreman, JD, CTFA

Estate and Financial Planner
[email protected]
(617) 275-0328

Full Bio

 

As an Estate and Financial Planner, Kristina provides support to the Co-Chief Planning Officers. She assists with reviewing estate plans and drafting financial plans for clients and is the administrative coordinator and secretary of the firm’s Fiduciary Committee.

Kristina’s previous experience includes Estate Planning and Administration Assistant in the Trusts and Estates department of Rubin and Rudman LLP.

Kristina received her Bachelor of Arts degree in psychology from Clemson University. She earned her Juris Doctor from Suffolk University Law School in 2015, where she served as Co-Director of Student Concerns for the Student Bar Association and was a member and mentor for the Women’s Law Association. Kristina is a Certified Trust and Fiduciary Advisor.

Industry Accreditations & Affiliations

Certified Trust and Fiduciary Advisor (CTFA)

Accredited Estate Planner (AEP)

Boston Bar Association – Member

Boston Estate Planning Council- Member

Trusts and Estates Consortium – Member 

Personal Interests

Kristina loves reading, traveling, and spending time with her friends and family.