Broker Check
Krista Kirby, CFP®

Krista Kirby, CFP®

Independent Financial Planner

Krista Kirby has been serving families and small business owners as an independent financial advisor for over ten years. She enjoys building long-term and multi-generational relationships with her clients. Her passion lies in comprehensive financial planning and tax strategies. She will use her experience, analytical skills and education to provide you with strategies and solutions to simplify your finances so that you can enjoy the important things in life.

 

Krista believes that time and money are the most important resources one has. Time you can never get back and money becomes irreplaceable as you near retirement.  Working in a fiduciary capacity she aims to be your trusted advisor and a steward of your resources.  She enjoys coming up with a customized plan to help you pursue your life goals using your financial resources.

 Her office is located in Frisco, CO and she is the Clear Creek and Summit County presence for the team at NewWest Advisors. "I am very excited to be part of a team where each team member has their own unique abilities, which will enable us to better serve our clients."

 

Krista received a Bachelor of Science in Business Administration from the University of Nebraska, Lincoln. She became a CERTIFIED FINANCIAL PLANNER ™ Practitioner in 2012 and holds a life insurance license and has a background in tax preparation and real estate property management.

 

She has been involved with Toastmasters Public Speaking, and the California and Colorado Society of CPAs. She has served as a member of the Public Relations Committee of the Financial Planning Association of Colorado. Krista is currently a member of the Summit County Chamber of Commerce and Women of the Summit.