Krisha Kozlowski, CPA, CFP®

Krisha serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With nearly two decades of experience in the financial services industry, Krisha offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she spent more than 15 years in public accounting, where she specialized in tax planning and compliance for individuals and business owners.

Krisha earned her Bachelor of Science degree in accountancy from Silliman University and is both a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards, and a Certified Public Accountant.

Krisha and her husband, Michael, have two children, Vivienne and Abram. Outside the office, Krisha enjoys attending her children’s activities, participating in school events, traveling and spending quality time with her family.