Kathy Kristof

Kathy Kristof, a Financial Planning contributing writer in Los Angeles, also contributes to Kiplinger's and CBS MoneyWatch.

All Kathy Kristof's Stories
Mosaic Family Wealth helps, athletes, executive and entrepreneurs live a life of significance.
Why one advisor specializes in helping clients who come into sudden wealth.
Advisor Hugh Johnson has a simple focus: provide near-market performance with less volatility and risk.
This newly formed $500M RIA specializes in professional athletes and the corporate elite.
"We want our planners to feel unsettled when their clients are unsettled," says Grant Rawdin, who has built a $2 billion firm on specialized, deep advice.
Several of Steve Janachowski's clients are wealthy professionals with high incomes, but a lot of retirement uncertainty.
Couples with nontraditional family relationships need planning that is anything but straightforward, says planner Pamela Sandy.
Hemington Wealth Management's focus on high-earning professional women has helped the firm more than double its AUM in a year and a half. See what these clients really need from advisors.
At Halbert Hargrove, Russ Hill has brought the firm through one transition after another. Now he's creating his own exit strategy.
For Victoria Collins and Jennifer Cagle, a succession plan was complicated by a pending public offering. One kept a valuable equity stake, the other got the client base.
At TCI Wealth Management, Bob Swift wanted a succession plan that would let him distribute ownership but keep working. Here's the solution he developed.
"If you think you have no special needs clients, you probably are not asking the right questions, says Mike Walther.
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