Welcome Kristen Zaffini, Client Relations Specialist!
We are very excited to announce Kristen Zaffini as Client Relations Specialist to Globe Wealth’s growing Client Relations team.
Kris brings valuable experience supporting teams/individuals who offer financial planning processes, along with a strong background in client service. In addition, she has extensive experience in marketing communications, including developing web content, advertising, sales collateral, conferences, public relations, and more. She is known for her analytical rigor, attention to detail, and history of supporting advisors and clients in professional, regulated environments.
Kris earned a Bachelor of Science in Electrical and Computer Engineering from the University of New Hampshire and spent 20 years in the technology industry before transitioning to financial services, where she brings a long-standing interest in financial planning to her work helping clients navigate their financial goals. She is currently pursuing her professional licenses and continues to deepen her expertise in the field.
In her role as Client Relations Specialist, Kris will support client account administration, assist the advisory team, and help prepare materials for financial plan presentations.
Kris enjoys spending time with family and friends, supporting her daughters at dance competitions, practicing hot yoga, reading, and exploring home décor. She is also an avid true crime enthusiast. To support her community, she serves as Secretary on the board of a nonprofit organization that provides grants to the local school district.
Please help us welcome Kristen to the team!
