Kristen K. Zaffini

Client Relations Specialist

Phone: 603-296-0063
Fax: 603-296-0060
email: kzaffini@globewealth.com

“My goal is to help you use your money as a tool to live a life that is secure, fulfilling and meaningful - today and in the future.”

Welcome Kristen "Kris" Zaffini, Client Relations Specialist!
We are very excited to announce Kris 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 advisors to assist 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.

Kris' Core Responsibilities:
Client Service & Relationship Management | Account Servicing | Compliance & Regulatory Awareness

• Receive and review client financial information
• Assist advisors to:
  - Utilize financial planning software that develop financial plans
  - Track implementation of recommended wealth management strategies
  - Process directed planning update and portfolio changes
• Attend client meetings in a technical, supporting and learning capacity
• Develop client relationships, which include ongoing and regular client contact and communications
• Assist Wealth Managers and clients in completing applications, enrollment and other forms as needed
• New opportunity identification

Kristen K. Zaffini is a non-registered administrative assistant with Cetera Advisors LLC, member FINRA/SIPC.
Cetera is under separate ownership from any other named entity.