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Kristin Guibord

Senior Investment Manager | MBA, AIF

kguibord@berrydunnwm.com

Kristin’s approachable and straightforward style puts clients at ease as they work together to build a plan and navigate a lifetime of financial decision making.

She has been providing highly personalized, comprehensive financial planning and investment advisory services for individuals and families, including evaluations of life and long-term care insurance for over 25 years.

Kristin’s approachable and straightforward style puts clients at ease as they work together to build a plan and navigate a lifetime of financial decision making.

She has been providing highly personalized, comprehensive financial planning and investment advisory services for individuals and families, including evaluations of life and long-term care insurance for over 25 years.

Kristin works closely with BerryDunn Wealth Management clients experiencing major life transitions, such as retirement, the death of a spouse, divorce, and career change. She also advises business clients in the ever-changing 401(k) plan landscape.

Previously, Kristin headed the investment research group at Commonwealth Financial Network®, which provided investment recommendations, portfolio design and construction, and marketing support to 1,000 independent financial professionals throughout the U.S. Before that, she worked as a research analyst for the international equity group at Pioneer Investment Management in Boston.

Kristin is a Registered Representative and an Investment Adviser Representative and holds FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network, Member www.FINRA.org / www.SIPC.org. She is also licensed for life, health, and variable insurance.


Experience highlights

Kristin helps clients with a variety of issues including:

  • Investment advisory services
  • Personal financial planning for individuals and families
  • Life, long-term care and disability insurance
  • Investment services and analysis for employer-sponsored retirement plans

Publications and presentations

Related Services

Insights

Education

BA, Economics, University of Massachusetts at Amherst

MBA, Babson College

Certifications

  • MBA
  • AIF