Kristen S. Han CPA CFP is a financial planner based in New York, New York, specializing in personalized financial strategies for individuals and families in the 10021 area. Located at 350 E 76th St, this practice focuses on helping clients develop a comprehensive approach to managing their finances, including budgeting, retirement planning, investment management, and tax considerations. The expertise offered aims to create a stable financial foundation tailored to each client’s unique circumstances and goals.
The services provided by Kristen S. Han extend beyond basic financial advice, integrating both accounting knowledge and certified financial planning skills to address complex financial situations. Clients can expect thorough assessments of their current financial status and customized plans that prioritize long-term wealth building and risk management. This dual expertise allows for a more holistic approach to financial planning, blending practical tax strategies with investment and savings plans.
Located in one of New York City’s most vibrant neighborhoods, this financial planning service is accessible to residents seeking guidance in navigating the often complex financial landscape of urban living. Whether clients are preparing for retirement, managing debt, or aiming to maximize their investment potential, Kristen S. Han offers a professional and client-focused environment to support these goals. The practice emphasizes clarity and informed decision-making to empower clients in taking control of their financial futures.
Kristen S. Han CPA CFP is reachable at 631-729-0988 for consultations, providing an opportunity to discuss individual financial needs and objectives in detail. The approach combines analytical expertise with personalized service to ensure each client receives a plan that is both practical and adaptable to changing life circumstances. This financial planner’s commitment to detail and personalized attention makes it a valuable resource for those seeking structured financial guidance in New York City.


































