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Kristin Rahn is a seasoned retirement plan consultant with 14 years of experience, holding certifications as a Qualified Plan Financial Consultant, Accredited Investment Fiduciary, and Professional Plan Consultant, and a degree in Business Administration from Northeastern University.

Credentials

  • Qualified Plan Financial Consultant
    ASPPA
    Dec, 2015
    - Apr, 2026
  • Accredited Investment Fiduciary®
    Center for Fiduciary Studies, LLC, a Fiduciary360 (fi360) company
  • Professional Plan Consultant™
    Financial Service Standards, LLC
  • Series 66
    FINRA
  • Series 7
    FINRA

Experience

  • The Meltzer Group
    • Washington D.C. Metro Area
    • Senior Retirement Plan Consultant, AIF, PPC, QPFC
      • Jun 2012 - Sep 2019
      • Washington D.C. Metro Area

  • AllianceBernstein
    • New York, NY
    • Retirement Solutions Associate, DCIO and Sub-Advisory Sales, AIF, PPC
      • Nov 2010 - Jun 2012
      • New York, NY

  • National Retirement Partners
    • San Juan Capistrano, CA
    • Vice President Business Development, AIF, PPC
      • Jan 2007 - Nov 2010
      • San Juan Capistrano, CA

  • Clear Channel Radio
    • Rochester, NY
    • Promotions/Communications Intern, Co-host
      • May 2006 - Aug 2006
      • Rochester, NY

  • Jumpstart
    • Boston, MA
    • Jumpstart Corps Member
      • Oct 2005 - Apr 2006
      • Boston, MA

Education

  • 2007 - 2009
    Chapman University
    Bachelor of Science, Business Administration, Finance, Marketing, History in Media
  • 2004 - 2007
    Northeastern University
    International Business, French, Marketing

Suggested Services

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Industry Focus. “Financial Services”

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