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portrait of Kristen M Ragan
FINANCIAL ADVISOR

Kristen M Ragan

CRPC™
3105 Creekside Village Drive, Suite 703, Kennesaw, GA 30144opens in a new window
Accepting New Clients
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About Kristen

Have you ever heard a third grader play "Hot Cross Buns" on a plastic recorder? I was an elementary school music teacher. Getting third graders to play together (well, mostly together) was a part of my regular life. Now instead of teaching young students to sing, play and dance, I teach adults how to organize, build, transfer and protect their wealth. When an adult realizes they have what it takes to create their own financial success, their excitement looks a lot like the excitement of a third grader playing "Hot Cross Buns."

I see many parallels between musical and financial...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Insurance & Annuities

Work History

  • Edward JonesJune 2018 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Georgia-AthensMasters
  • Reinhardt CollegeBachelor of Music

Personal Interests

  • Music
  • Pets
  • Reading
  • Hiking
  • Board Games

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(770) 975-1597

Fax

(877) 479-3178

Office Address

3105 Creekside Village Drive
Suite 703
Kennesaw, GA 30144opens in a new window

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