Kristin Harad
Financial ServicesCalifornia, United States2-10 Employees
Kristin Harad operates in the financial services sector from San Francisco, California, focusing on helping entrepreneurial financial professionals grow their practices through practical marketing strategies. She provides free marketing training videos via her website and leads VitaVie Financial Planning, a fee-only advisory based in San Francisco. She is a CERTIFIED FINANCIAL PLANNER™ professional who completed personal financial planning coursework at UC Berkeley and earned a Bachelor of Science in Economics from the Wharton School, with coaching training from the Coaches Training Institute. Her career includes strategic marketing roles at The Chase Manhattan Bank and Charles Schwab, as well as agency leadership at Grey Direct and Carlson Marketing Group, where she managed multi-million-dollar marketing initiatives for Chase and Visa. She also served as an executive at MyPoints.com, overseeing customer retention and loyalty programs for millions of users. Collectively, these experiences shape her approach to marketing financial services in a practical, cost-conscious way.
1-888-653-2347 
support@leadiq.com 
