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Kristy Kurek

Financial Advisor

Phone Number

(610) 336-8410

With over 13 years of experience in the financial services industry and a passion for serving others, I bring a uniquely holistic approach to financial advising. My practice is rooted in the belief that true financial health encompasses not only dollars and cents but also the personal goals, values, and lifestyle of each client. I work closely with individuals and families to craft personalized financial strategies that support long-term well-being - from wealth building and retirement planning to risk management and legacy creation. My background has given me a strong foundation in financial systems and money movement, which I now apply in a more personalized and forward-thinking capacity as a Financial Advisor. Active in my community, I value building genuine relationships and helping others thrive. I am currently active as a Committee Member of the Salvation Army's Foster and Adoption Program in the Lehigh Valley. When I am not working with clients, I enjoy giving back to my community, engaging in personal development and exploring wellness practices that align with my belief in integrated life success. I love traveling, fitness and spending time in nature with my family. My husband and I live in Easton, Pennsylvania with our 4 boys; Julian, Zayden, Nikolai, and Luka. I look forward to serving you and your family. Together, we can discuss financial strategies designed to fit your unique situation.

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