Kristin Harad

Financial ServicesCalifornia, United States2-10 Employees

Passionate about helping entrepreneurial financial professionals succeed, Kristin teaches how to use powerful marketing strategies in practical ways and offers free marketing training videos at http://www.kristinharad.com.  Kristin is also the founder of VitaVie Financial Planning,a fee-only firm in San Francisco, CA which she grew to six figures in less than 3 years from scratch. Kristin brings a refreshing look at how to market your financial business in a common sense, cost effective and enjoyable way.

Prior to starting VitaVie, Kristin excelled in strategic marketing positions with The Chase Manhattan Bank and Charles Schwab & Co., Inc. A talented advertising agency executive with Grey Direct and Carlson Marketing Group, she also managed multi-million dollar marketing initiatives for Chase and Visa. During her 14-year marketing career, Kristin served as an executive with online marketer MyPoints.com, where she created and managed customer retention and loyalty programs for that company’s 4 million users.

Kristin is a CERTIFIED FINANCIAL PLANNER™ professional. She completed her Personal Financial Planning coursework at UC Berkeley and earned her Bachelors of Science in Economics from The Wharton School at the University of Pennsylvania. Kristin trained at The Coaches Training Institute and incorporates coaching to better help her clients.

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