Krista Murray, CFP®, CDFA®

Chief Financial Officer

Krista Murray

Krista Murray
CDFA®

Chief Financial Officer

Why I love what I do

I truly enjoy the many facets of our work. In any one day I might be developing a customized solution for a client, assembling a financial plan or listening to the latest intelligence on the market from brilliant economists. However, the best part by far is getting to know our clients. Everyone has a great story and dreams and needs that are distinctly their own. I love learning about them and their families and helping them reach their goals. That makes me happy to go to work every day. 

In addition to my work, I am most passionate about. . .

Making a difference in our community. I am actively involved in community organizations like the Coastside Women’s Club, which raises money to support the local high school and local charities. In the past I helped coach high school debate and worked with youth leadership organizations, which I hope to do again in the future as time permits.  Finally, with five UCLA degrees in our family, we are true Bruins!

When I’m not at work, I’m . . .

Swimming, walking and playing with our dogs Luna and Buster, reading the latest selection from book club and travelling.  My husband and I delight in spending time with family and friends, especially our grown children, son Matt and his wife Jen,  and our daughter Sarah.

 

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