Kristen Wilson was born and raised in the city of Placentia, California. She graduated from California State University, Fullerton in 1999 with a Bachelor of Arts Degree in Business Administration with a concentration in Financial Planning. While attending college, Kristen began working at Retirement Planning Specialists, Inc., a financial services firm in Fullerton. Over the course of seven years, she gained important exposure and knowledge in the arena which would become her career.
In December 2002, Kristen made a career move and joined Marvin Waider at The MONY Group. She viewed first hand the relationships that Marvin develops with his clients and the way he approaches business. Those attributes lead Kristen in the decision to follow Marvin when he opened Waider Financial & Insurance Services, Inc.
As the Financial Advisor Assistant to Marvin and Operations Manager, Kristen keeps very busy. She especially enjoys working directly with our clients and being Marvin’s right hand in the planning process. Her twenty years of experience in the industry gives Kristen a distinct advantage in managing our client base.
Kristen and her husband Michael have been married for thirteen years and they have an eight-year old daughter, Lauren and a five-year old son, Ben. In addition to caring for her children, Kristen loves spending time with her family, reading, going to concerts and taking weekend getaways.