Kristen S. Han, CPA, CFP

Kristen S. Han, CPA, CFP Kristen S. Han, CFP® is a local fee based advisor excited to serve her community! Look forward to connecting! (Member FINRA/SIPC), A Licensed Insurance Agency.
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She develops benefit plans for small businesses + customized plans for individuals covering investments, retirement, insurances, and estates. Registered Representative offering securities products and services through NYLIFE Securities LLC. Offering investment advisory services through Eagle Strategies LLC.

Address

Bayside, NY

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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Our Story

I am your local fee-based Financial Adviser! I provide comprehensive financial planning, investment management, and insurance solutions for both individuals and small businesses. If you have questions or concerns about your finances, reach out for a free consultation :)

Company Benefits 401ks, 403bs, Cash Balance Plans, SIMPLE/SEP IRAs Health Insurance, Disability Insurance, Group Life Insurance, Group Long Term Care Insurance

Comprehensive Financial Plans Holistic planning to include: Net Worth & Cash Flow Analysis, Investment, Retirement, Education, Business, Estate, and Charitable Planning *Fees: Flat fee typically from $1500-$5000 depending on complexity and coverage Key Focus Plans Client only wants to discuss 1-2 topics *Fees: Hourly fee $150

Investment Management Brokerage accounts -- stocks, bonds, ETFs, mutual funds Retirement Plans -- 401ks, 403bs, IRAs, Cash Balance Plans *Fees: .9%