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portrait of Kristina J Matwijec
FINANCIAL ADVISOR

Kristina J Matwijec

CFP®, CFA®
314 Center Rock Green, Oxford, CT 06478opens in a new window
Accepting New Clients
CallSend Me a Message

About Kristina

Allowing someone into the world of your finances can be deeply personal. It is important to select someone with a wealth of practical knowledge, personal experience and a passion for people to be your trusted financial advisor.

As a financial advisor with Edward Jones, I want to understand what's important to you. Whether it's buying your first home, living comfortably in retirement, or financing college education – I will use our established process to build a personalized strategy to help you reach your goals.

Before joining Edward Jones, I spent over a decade managing the assets of a corporate pension...

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Sustainable investing
  • Portfolio Reviews
  • Divorce Finances

Work History

  • Edward JonesFebruary 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CFA®

    Chartered Financial Analyst®

Education

  • New York UniversityMaster of Business Admin

Personal Interests

  • Crocheting/Knitting
  • Reading
  • Spending Time with Family
  • Yoga
  • Football

Team Members

  • Cyd Sellars
    Branch Office Administrator

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(475) 600-8029

Fax

(833) 580-8696

Office Address

314 Center Rock Green
Oxford, CT 06478opens in a new window

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