Kristy Gordon is a seasoned Financial Specialist with over 15 years of experience in financial services.
With a strong client-first approach, Kristy has built a reputation for delivering personalized financial solutions that align with clients’ unique goals.
Specializing more recently in personal planning, Kristy combines her deep industry expertise with exceptional analytical and communication skills to help clients navigate complex financial issues and solutions.
Committed to fostering long-term relationships. Kristy empowers individuals and businesses to achieve lasting financial success with confidence.
Kristy started her finance career with South Africa's leading Asset Management company before emigrating from South Africa to the United States. She moved to the US in 2003 to set up an offshore sales office for their investment management company.
Kristy is well positioned to leverage the experienced team at Cedar Point Financial Services LLC to meet clients’ myriad financial needs. She holds her Life and Health Insurance Producer licenses.