Krista Teegarden, ChFC®, CLU®, Advanced Planning Consultant
Krista Teegarden is an advanced planning consultant at Commonwealth. With the firm since 2018, she provides financial planning support for advisors, including guidance on estate, trust, charitable, education, business, and social security planning strategies. Krista earned her bachelor’s degree in finance at Biola University. She holds California life, accident, and health insurance licenses; the ChFC® and CLU® designations; and the FINRA Series 7 securities registration.
NQDC Plans: Are the Advantages Worth the Risks?
Learn how NQDC plans can help highly compensated employees diversify their retirement savings.
Krista Teegarden, ChFC®, CLU®
01.08.20
Does Your Client Still Need an ILIT?
Given recent tax changes, it may be time to assess whether your clients still need an ILIT. Read about how to make the determination.
Krista Teegarden, ChFC®, CLU®
06.04.19