Krista Teegarden is the team lead for the Advanced Planning Team at Commonwealth Financial Network. With the firm since 2018, Teegarden provides financial planning support for advisors, including guidance on estate, trust, charitable, education, business, and social security planning strategies.
She holds California life, accident, and health insurance licenses; the ChFC and CLU designations; and the FINRA Series 7 securities registration.
From building multigenerational relationships to entering new adult planning areas and building healthy financial habits, higher education can be a gateway for advisors to become trusted partners to families.
