Kristin A. Nordahl, CFP®, CLU®

Kristin began her financial services career in 1983.  Since then, she has been working with individuals and business owners to develop and implement financial strategies.  She is committed to building long-term relationships with her clients and helping them reach their goals is her number one priority.  Kristin first listens to you and then thinks objectively in terms of how to meet your specific goal(s).Through the planning process she offers a variety of financial services and products focusing on Wealth Management, Business,  Estate and Retirement Planning along with Risk Management and Investment Products.  Drawing on her knowledge, experience and world-class planning tools, Kristin strives to help build financial freedom for all her clients.

 

As a Senior Partner at The MNE Group, Kristin is affiliated with Baystate Financial Services, one of New England’s oldest and largest privately owned financial services firms, with offices throughout the Northeast.   Her areas of concentration are working with women; divorced, widowed and executives; veterinarians and families dealing with the complexity of special needs dependants.  She carefully monitors and manages her practice so that each client receives a high level of attention.

  

Kristin is a current member of the Lions Club of Lexington. She has served in all positions and was the first women president of the organization prior to serving as treasurer for many years. She has received the prestigious Melvin Jones Fellow.  Kristin has also served on the board and as president of the Visiting Nurse and Community Health Inc.  She is committed to numerous charities involving children's welfare and is active with various breast cancer organizations.

 

Consecutive Master’s Council Qualifier: 2008, 2009, 2010, 2011

Million Dollar Round Table, Life & Qualifying member

AXA Hall of Fame

Named 2012 Wealth Manager

Registered Representative & Senior Financial Planner of New England Securities, Corp.

CERTIFIED FINANCIAL PLANNER^TM  practitioner

Earned the Charted Life Underwriter ^®  designation

Member Million Dollar Round Table (MDRT)

Series 6, 63, 65 and 7 Securities Licenses

Wharton Business School Certificate in Retirement Planning

 

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