Kristine A. Boelte, MSPFP, CFP®

My voyage in the finance industry began in 2002 when I recognized the immense power of financial planning. I am a proud CERTIFIED FINANCIAL PLANNER™. I hold an undergraduate degree in Finance from Thomas Edison University in NJ and a Master's Degree in Financial Planning from the University of Missouri Columbia.

In 2015, after 15 years of industry experience, I created Kristine A. Boelte & Associates, LLC. This was a momentous step, born from my unwavering commitment to your financial well-being.

In 2021, the firm evolved and became Boelte O'Hara Wealth Management. This transformation symbolizes our dedication to continuous growth and improvement.

Each firm with whom I have had the privilege of partnering during my career has bestowed upon me unique strengths. Today, I offer you comprehensive financial planning, managed assets under a Registered Investment Advisory, and fixed income solutions through our broker-dealer partner, Purshe Kaplan Sterling.

I actively collaborate with legal and accounting professionals, forging powerful alliances to create outcomes greater than the sum of our parts.

I believe the financial planning experience is personal, built on trust and respect. A great process goes beyond the surface.

Financial health is a journey, ever evolving. It requires nurturing and attention. Dreams dwell where joy lives and fear threatens. Like your physical health, it's a cornerstone of your ability to truly live.