Kristy Motta

Experience

• 

  Franklin Templeton Investments

  Nov 1993 - Aug 1994

  Fund Information
• 

  Invesco

  Oct 1994 - Dec 1996

  Investment Specialist
• 

  Consolidated Financial Management

  Mar 1998 - now

  Our FirmConsolidated Financial was founded in 1982 by Leonard Berard. CFM is based in Beaverton, OR. Consolidated Financial is a registered investment advisor in California, Texas and Oregon.In 1998, Leonard's daughter, Kristy Motta, joined the firm, brining a unique perspective and experience from her employment at Franklin/Templeton and Invesco. Now a father-daughter team, CFM continued to thrive in both California and Oregon. The CFM Family grew in 2002, when Kari Raglione-Tissot came aboard adding a fresh outlook to the team. Most recently, Chris Scott joined the team in 2017. Chris holds the professional designation of Chartered Financial Analyst (CFA), and brings a wealth of investment management knowledge.Today, we utilize a complete team approach for our clients. While Len has retired, Kristy and Kari are CERTIFIED FINANCIAL PLANNER(tm) practitioners working together on each client's plan. This provides our clients with two financial planners for the price of one. Together with Chris, they are a well diversified team of planners and analysts.Kristy continues to make regular visits to California and Texas, while expanding in Oregon. As our clients relocate, our business has grown nationally and even globally. The technology we have incorporated allows us to work with clients around the world.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Financial planning offered through Consolidated Financial Management, a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.cfmplanners.com. Show less

  • President

    May 2015 - now

  • Senior Vice President

    May 2007 - May 2015

  • Vice President Client Services

    May 2002 - May 2007

  • Director of Client Services

    Mar 1998 - Oct 2002