Krista Teegarden CLU,® ChFC,® CPWA,® CSLP,® NSSA®
Krista joined Commonwealth in September 2018 as an advanced planning consultant. As team lead, she partners with advisors on wealth management strategies that encompass estate, charitable, education, student loans, business, executive benefits, and social security planning strategies. Before joining Commonwealth, Krista supported independent advisors by conducting research and analysis, along with implementing sophisticated estate and business strategies for HNW clients. In addition, she collaborated with attorneys to design and implement nonqualified plans and executive benefits. Krista earned a bachelor’s degree in business administration with an emphasis in finance at Biola University. She is a National Social Security Advisor (NSSA®) certificate holder and holds the following certifications: Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Certified Student Loan Professional (CSLP®), and Certified Private Wealth Advisor® (CPWA®). She holds a California life, accident, and health insurance license, as well as FINRA Series 7 and 24 securities registrations.
