Kristen Watson

A smiling woman with long, wavy hair poses indoors in front of a window with greenery outside. She is wearing a maroon top and a necklace.

Kristen Watson

Senior Financial Planner

Kristen is very intuitive and detail oriented. Her favorite part of the job is being able to combine her analytical and interpersonal skills. She loves how this job enables her to help SYM clients achieve their financial goals while being able to form relationships with them. She is grateful for a SYM culture that allows her to grow each and every day as a better person, professional, and coworker.

Credentials

logo has a Gold 'P" and the words Purdue University in black

Bachelor of Science in Financial Planning and Counseling – Purdue University, West Lafayette, IN

CFP LOGO indicating CERTIFIED FINANCIAL PLANNER accreditation

CERTIFIED FINANCIAL PLANNER®

Community

A logo for Our Lady of Mount Carmel Catholic Church and School, featuring a blue and gold emblem with a cross and crown, accompanied by the text "OUR LADY of MOUNT CARMEL CATHOLIC CHURCH AND SCHOOL" above the tagline "Grateful no matter what.

Member

a blue square with a red start in the center

Member

Kristen’s Words to Live By

“It’s not our job to play judge and jury, to determine who is worthy of our kindness and who is not. We just need to be kind, unconditionally and without ulterior motive, even – or rather, especially – when we’d prefer not to be.” Josh Radnor

Personal Pursuits

Outside of work, Kristen enjoys reading, working out, traveling, and staying active. She is also an avid sports fan who especially enjoys attending Purdue football and basketball games.

Get Kristen’s Help

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Warsaw work for you call 800-888-7968 or email info@sym.com.