Experience

Symphony Financial, LLC.

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Oct 2014 - Present

  Delivering comprehensive financial planning and investment management for clients. My goal is to deliver customized planning and advice to personal and business clients in their financial matters. Contact us at (703) 865-4092 or krodriguez@symphonyfinancial.net Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Federally Registered Investment Adviser. Cambridge Investment Research, Inc. and Symphony Financial are not affiliated. Show less



Andes Financial Group, Inc

• Maryland

• CEO

  • Nov 2012 - Present

  Focused on providing financial management for individuals and ideal retirement solutions for small businesses. Focused on providing financial management for individuals and ideal retirement solutions for small businesses.



See Below for some archived blogs

• Kristin's Archives

  • Jan 2014 - Present

  Looking for some inspiration? Click below to read some of my favorite archived blogs. Looking for some inspiration? Click below to read some of my favorite archived blogs.



National Endowment for Financial Education

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Pro Bono Speaker

  • Feb 2015 - Present

  In conjunction with community groups and the National Endowment for Financial Education, I speak at companies, community centers, and libraries on financial topics with the goal of spreading knowledge about wealth management in all areas of our lives. If you know of a group that could benefit from an educational workshop, let me know. In conjunction with community groups and the National Endowment for Financial Education, I speak at companies, community centers, and libraries on financial topics with the goal of spreading knowledge about wealth management in all areas of our lives. If you know of a group that could benefit from an educational workshop, let me know.



The Society for Financial Awareness

• United States
• Education Management
• 1 - 100 Employee

• President, Montgomery County Chapter

  • Feb 2014 - Feb 2015

  With the aim of eliminating financial illiteracy one community at a time, I led the Montgomery County Maryland effort to bring financial education to all. With the aim of eliminating financial illiteracy one community at a time, I led the Montgomery County Maryland effort to bring financial education to all.



Platinum Financial

• Rockville, MD

• Financial Advisor, Financial Planner

  • Jun 2012 - Sep 2014

  Helping clients and businesses achieve their financial goals, making complex topics understandable, and giving clients concierge service for all their financial needs is what drives my passion as a financial advisor. If you have questions or would like to know more, feel free to contact me. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Platinum Financial Group and Cambridge are not affiliated. Cambridge does not offer tax advice. Platinum Financial Group 5052 Dorsey Hall Drive, Suite 102 Ellicott City, MD 21042 Corporate Tel: 410-992-6961 Show less



The Andes Group, LLC

• Washington D.C. Metro Area

• President, Chief Strategist

  • Jul 2005 - Nov 2012

  Marketing consulting to associations and corporations, including strategic planning, financial and market analysis, and marketing production. Marketing consulting to associations and corporations, including strategic planning, financial and market analysis, and marketing production.



T. Rowe Price

• United States
• Financial Services
• 700 & Above Employee

• Marketing Manager

  • 1999 - 2005

  Managed marketing and developed new programs for High Net Worth, Advisory, and 529 College Plan markets. Oversaw magazine publishing and client research. Managed marketing and developed new programs for High Net Worth, Advisory, and 529 College Plan markets. Oversaw magazine publishing and client research.



First USA

• Financial Services
• 1 - 100 Employee

• Marketing Manager

  • Aug 1997 - Aug 1999

  Managed credit card marketing for national initiative to capture regional affiliation. Developed marketing for and brought first Titanium card to market. Was responsible for reporting results for entire team. Managed credit card marketing for national initiative to capture regional affiliation. Developed marketing for and brought first Titanium card to market. Was responsible for reporting results for entire team.