Kristen Barker, CFP®
Associate Financial Planner
Years employed with APS: 11
Year received CFP® certification: 2019
Kristen L. Barker is the CRM Administrator and Associate Financial Planner at Asset Planning Services, Ltd. Kristen joined Asset Planning Services, Ltd. in 2009 working as a receptionist. Having worked previously as a Registered Paraplanner after receiving her Bachelor’s degree in 1991, Kristen stayed home to raise a family and home-school her children for 12 years.
She renewed her Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning upon her return to APS. In 2012, Kristen became the Tax Department Assistant and CSR at APS and earned a Certificate in Federal Income Tax from the National Tax Training School. In 2014, she also became a Salesforce.com Certified Administrator and began taking on responsibilities in managing and maintaining the CRM System at APS, which allowed her to move into her current position as CRM Administrator. Kristen is in the process of moving into a Co-Planner role, and is taking on various responsibilities in the Financial Planning Department through this process. One of these responsibilities will be in working with prospective clients as they move through the on-boarding and planning process.
Along with earning her Bachelor’s degree in Business Administration from Houghton College, and the other areas of study mentioned above, Kristen has since earned the right to use the Certified Financial Planner™ (CFP®) professional designation in August of 2019 after completing coursework from the College for Financial Planning, successfully completing the CFP® examination requirement, meeting the CFP® Board’s experience requirements, and passing the CFP® Board’s candidate fitness standards.
Kristen currently resides in Palm, PA with her husband Mike and their three children. Kristen enjoys reading and spending time with her family.