Kristen Echols, CPFA®
Vice President
Kristen is Vice President at Wealthspire with over a decade of experience serving Plan Sponsors in the qualified retirement planning industry. She consults retirement Plan Sponsors and fiduciaries on retirement plan best practices, investment due diligence, provider selection and pricing, plan design, fiduciary compliance and participant education. She is passionate about building strong relationships with clients and helping protect Plan Sponsors from fiduciary risk.
Kristen has experience working for various investment advisory firms including Lockton, Creative Planning and First Western Trust. She has a Bachelor of Science in Business Administration degree from Colorado State University and holds her Series 66 license. Kristen was named by NAPA “Top Plan Advisor Under 40” and “Top Women of Excellence in Retirement” in 2025 and 2026, and has the Certified Plan Fiduciary Advisor (CPFA®) designation.
Kristen has experience working for various investment advisory firms including Lockton, Creative Planning and First Western Trust. She has a Bachelor of Science in Business Administration degree from Colorado State University and holds her Series 66 license. Kristen was named by NAPA “Top Plan Advisor Under 40” and “Top Women of Excellence in Retirement” in 2025 and 2026, and has the Certified Plan Fiduciary Advisor (CPFA®) designation.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
