Kristina Kuprina

Fee-Only Financial Planning and Investment Management

Financial Adviser at Lpl Financial Llc in San Jose, CA

About

Fee-Only Financial Planning and Investment Management

Address
99 Almaden Blvd Ste 925 in San Jose, CA 95113
Info
Languages: In our office-Russian, Spanish, Mandarin, Portuguese
Year started: 1993

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Credentials

Licenses

Series 66
Series 7
Series-31

Associations

Institue For Divorce Financial Analysts
Finanacial Services Institute
Investment Management Consultants Association

Certifications

CIMA-Certified Investment Management Analyst