I’m Kirsten Gruber, a financial advisor and financial planning specialist who takes a client-first approach to building personalized, goal-driven strategies. With a degree in economics and a minor in mathematics, I was drawn to this field because it perfectly blends my love for working with people and my passion for solving complex financial challenges.
My interest in financial planning started early. I’ll never forget the advisor who helped my parents create a plan that allowed me to attend college—an experience that showed me just how impactful the right guidance can be. That moment inspired my career path and continues to influence how I serve others.
I was raised in a home that prioritized saving for the future, and those values have always stayed with me. Entering the industry during the uncertainty of the COVID-19 pandemic deepened my perspective on market fluctuations and the importance of long-term planning, no matter the climate.
What I enjoy most is piecing together every aspect of a client’s financial life to create a strategy that reflects their unique goals. I believe that meaningful financial advice starts with truly listening and stepping into each client’s shoes to understand their priorities.
Outside of work, I play competitive softball—a reminder that success is built through collaboration, trust, and being part of a strong team, just like the partnerships I build with my clients.