Krystal Fortner is a Lead Advisor with North Berkeley Wealth Management, where she provides clients with comprehensive financial planning and tax-efficient investment management. Using a holistic approach coupled with cognitive behavioral coaching techniques, Krystal guides her clients in identifying goals important to them and designs a customized plan to achieve them.
Krystal’s multifaceted career began in social work where she obtained her California Licensed Clinical Social Worker (LCSW) license. She embarked on a career transition into personal finance in 2013. In 2016, she achieved the CFP® certification further enhancing her skills and sensitive approach in working with clients.
Before joining North Berkeley, Krystal served as a Lead Advisor with a national wealth management firm in San Francisco. Earlier in her career, she focused on developing and presenting comprehensive financial plans based on client’s objectives. Researching and understanding efficient tax strategies have guided her work with clients and their portfolios.
Krystal grew up in rural Indiana and has called the Bay Area her home for 18+ years. She lives in the Marina Bay neighborhood in Richmond with her cat, Pumpkin. Krystal enjoys hiking in the East Bay Regional Parks, playing guitar, and exploring the Bay Area food scene. She is also an avid CrossFit enthusiast.
Education, Certifications, & Affiliations
- CFP® (CERTIFIED FINANCIAL PLANNER™) certification
- MBA in Finance, California State University-East Bay
- MSW in Social Work, New Mexico State University
- BA in Education, Purdue University
The Certified Financial Planner Board of Standards owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.