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Kristen S. Han, CPA, CFP®

Kristen S. Han, CPA, CFP®

Senior Auditor

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  • Timeline

  • About me

    Wealth Management for Small Businesses and Individuals

  • Education

    • University of Buffalo: State University of New York

      2006 - 2010
      B.S. Finance 3.4

      Activities and Societies: UB Scholars, FMA, SHRM, staff for "The Spectrum" (school newspaper), volleyball intramural captain

    • Lorenzo D'Medici

      2009 - 2009

      Florence, Italy - Study Abroad

    • Benjamin N. Cardozo High School

      2002 - 2006
      Mentor Law Program

  • Experience

    • Toski & Co., P.C.

      Apr 2011 - Feb 2013
      Senior Auditor

      • Established audit objectives, analyzed and tested financial accounts, investigated and documented company operating procedures, evaluated variance analysis reports and verified financial statements and notes for engagements with revenues ranging from $200,000 to $100 million• Performed full spectrum audit work under GAAP standards in deadline-oriented environment while developing 1-2 staff; travel 20% of the year • Reviewed internal controls, ensured clients were operating Sarbanes-Oxley compliant, and suggested improvements to CFO to improve operations Show less

    • New York Life & MainStay Investments

      Aug 2013 - Jun 2017
      Financial Advisor

    • Eagle Strategies, LLC

      Jul 2014 - now
      Financial Advisor

    • Millennial Estates Financial Group, LLC

      Jan 2018 - now
      Principal // Financial Advisor

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™ professional

      Certified Financial Planner Board of Planners

    • Life & Health

    • Series 63 - Uniform Agent State Law Examination

    • Series 7 - General Securities Registered Representative