Home - United States - Massachusetts - Lexington - First Command Financial Advisor - Tina Patt #3887


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Business Type : Financial Services, Financial Planners
Address : 5 Militia Dr, Lexington, MA 02421
Coordinate : 42.4529,-71.23635
Phone : (781) 863-1100
Year : 2021
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General Info:

Kristina Patt joined First Command Financial Services as a Financial Advisor in April 2018, following a 8-year career in the United States Army and Army Reserve, where she attained the rank of Captain as a Military Intelligence Officer. Kristina understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. A graduate of United States Military Academy - West Point with a Bachelor's degree in American Legal Systems, Kristina holds Series 7 and 66 securities licenses plus life and health insurance licenses in MA, NY, NH, RI, CT, ME, CA, MD, and VA. Understanding that the biggest obstacle to financial security for most people is their own behavior, Kristina serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. Her thorough knowledge of military pay and benefits enables her to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Kristina will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals. Active in her community, Kristina is on the Board of Directors of Boys and Girls Club of Stoneham and Wakefield. In her free time, Kristina enjoys working out, listening to music, and spending time with friends. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company's Mission of Coaching those who serve in their pursuit of financial security.

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