Kristian Ojonta-Financial Advisor
Kristian Ojonta-Financial Advisor

Kristian Ojonta-Financial Advisor

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Zip code
Annual income

Responds within a day

Introduction: I work hand in hand with my clients to help create for them a comprehensive financial plan. I am passionate about ensuring my clients are educated and making informed decisions when it comes to not only the now, but their future as well. Together we will protect what it is important to you and help to ensure you are on track to living the life you want and deserve.
Overview

Hired 15 times

Serves Houston, TX

Background checked

2 years in business

Social media

Facebook, Instagram

Featured Projects

4 photos

Reviews

Customers rated this pro highly for professionalism, value, and work quality.

Exceptional 5.0

9 reviews

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Read reviews that mention:


Harold L.

Personal Financial Planning

Very helpful in pointing us in the right direction to go with our financial situation. Will definitely contact her in the future
Jul 19, 2021
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Verified
Nkeiruka M.

Personal Financial Planning

Kristian did an amazing job facilitating our meetings and providing thoughtful tailor-based recommendations. She and her team answered all of my questions comprehensively with patience and grace. It's evident that she and her team are genuine in their efforts to provide exceptional financial advice. Very friendly and personable. I would recommend her services.
Jul 28, 2021
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Verified
Dawn D.

Personal Financial Planning

Working with Kristian was one of the best decisions I have made! Kristian is professional, personable and cares about helping you meet your financial goals. She reviewed my expenses and provided clear and concise recommendations in less than 3 days. I have already recommended Kristian to many family members and friends. If you are looking for professional financial planning, do yourself a favor and contact Kristian.
Jun 19, 2021
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Verified
Julian D.

Personal Financial Planning

Kristian was very helpful, she took the time to thoroughly answer all of my questions. I will definitely use her services again.
Jun 8, 2021
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Verified
Shaqaal G.

Kristian was a very knowledgeable advisor and taught me a lot. She helped me get started with some retirement planning along with some life insurance. Excited to see what this relationship grows into!
Oct 8, 2020
Credentials
Background Check

Kristian Ojonta

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    My initial consultation and the plan I provide to my clients is completely complimentary. Any recommendations that clients decide to move forward with, pricing is determined by what’s appropriate for their budget.

  • What is your typical process for working with a new customer?

    A typical process starts with a casual conversation learning more about the client and their goals with a follow up conversation where I educate and present recommendations based on the information gathered.

  • What education and/or training do you have that relates to your work?

    I have a Masters in Business Administration with a concentration in Finance.

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