Kristin Carlton, CFP® joined Exencial Wealth Advisors in April 2016 and works in our San Antonio office. Before becoming an employee with Exencial, she was the Senior Financial Planner at Netting & Pace, CPAs for eleven years. Kristin graduated from The University of Texas in San Antonio in 2005 with a BBA in both Finance and Business Management. She is a CERTIFIED FINANCIAL PLANNERTM and obtained her Series 65 license.
Kristin enjoys meeting with clients and learning more about them, their families and their personal and financial goals. In addition to her experience working with high-net worth clients, Kristin also enjoys working with Millennials, newlyweds or other young professionals looking to enhance their financial knowledge and begin planning for their future.
Kristin is an active member of the San Antonio Estate Planners Council and the Financial Planning Association.
Kristin enjoys her annual trip to Austin for the Austin City Limits Festival and is a loyal San Antonio Spurs fan. She also enjoys spending time with her friends and family, especially, her son Duncan.
Information coming soon!