Krista M. Picco, MBA, CIMA

Ensuring your wealth works in support of your goals takes careful planning. Such planning is not a single event - it is a process.

Life happens, change is constant and your financial strategy MUST evolve to achieve your goals. Whether you are investing for retirement, education expenses or some other objective, I will help you make informed decisions about your investment strategy and connect you to additional resources and services available through affiliates as needed.

Please contact me as I welcome the opportunity to validate your current approach or discuss a tailored financial strategy, targeted to your specific needs and wishes, that can help you succeed financially.

My multi-decade financial services career began in New York. By building relationships with my clients, I understand each individual, family & institution's unique financial needs and then leverage my analyst background and planning approach to deliver comprehensive financial solutions.

My Certified Investment Management Analyst (CIMA) designation was earned at the University of Pennsylvania's Wharton School of Business in conjunction with the Investments & Wealth Institute. I'm a proud graduate of Gonzaga University, where I attained a BA in Business Administration with an International Business concentration. (Go Zags) 

Completing a promise to myself, I achieved an MBA in Finance from the University of Connecticut. I hold the Series 7, 9, 10 & 66 registrations & life, health & long-term care insurance licenses. Born & raised in Montana, I enjoy many outdoor activities like diving, hiking & skiing and am often found exploring Colorado trails.

Resident state: CO
CA Insurance License #0I90048
NMLS ID 2588907


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