Kristine Slear has been a Para-Planner with David White and Associates since November 2018 and was recently promoted to Senior Para-Planner. She focuses on crafting retirement plans and financial projections for advisors and their clients. She enjoys coming up with possible improvements and ways to assist our advisors in helping clients meet their goals. Kristine holds the “Chartered Retirement Planning Counselor” designation from the College for Financial Planning, which means she has undergone studies pertinent to pre- and post- retirement planning including social security, asset management, and more. Kristine graduated with a Bachelor of Arts degree in Economics from Stony Brook University in New York and currently holds her Series 7, 66, and CA Life and Health insurance licenses. She has been working in financial planning in the Bay Area since 2016, and prior to that she was a personal banker at New York Community Bank.