Kristina Tay Kersting , Cfp®
About Kristina Tay Kersting , Cfp®
Kristina Tay Kersting is a Retirement Planning Specialist III at Transamerica, with a background in finance and extensive experience in retirement counseling. She has worked in various roles at Fidelity Investments and Transamerica since beginning her career in 2010.
Current Role at Transamerica
Kristina Tay Kersting currently serves as a Retirement Planning Specialist, III at Transamerica. She has held this position since 2018 and is based in Denver, Colorado. In her role, she focuses on retirement planning strategies and solutions for clients, leveraging her extensive experience in the financial services industry.
Previous Experience at Transamerica
Prior to her current role, Kristina worked at Transamerica as a Senior Retirement Counselor from 2014 to 2019. During her five years in this position, she provided guidance and support to clients regarding their retirement plans, helping them navigate various financial options.
Experience at Fidelity Investments
Kristina has significant experience from her time at Fidelity Investments, where she held multiple roles. She worked as a Workplace Planning and Guidance Consultant from 2013 to 2014, a Retirement Relationship Manager from 2012 to 2013, and a Premium Relationship Associate for a brief period in 2011. Additionally, she served as a Retirement Solutions Representative and a Service/Trading Representative during her tenure at Fidelity.
Education and Expertise
Kristina earned her Bachelor of Science degree in Finance with a minor in Marketing from Utah State University, where she studied from 2006 to 2010. Her educational background provides her with a strong foundation in financial principles, which she applies in her retirement planning practice.