Principled Investing LLC
PO Box 1837 • Boulder, CO 80306
303-413-6025 • 303-413-6025 FREE Office • 888-220-7510 • 888-220-7510 FREE Fax
Krista Strohoffer is a licensed financial advisor, a Certified Financial Planner™ and Accredited Investment Fiduciary®. She has a Series 6 (Investment Company Products/Variable Contracts Limited Representative), a Series 7 (General Securities Representative), and a Series 66 (Uniform Combined State Securities Agent and Investment Advisor) Securities Licenses. She is also Licensed Agent of Life, Health and Variable Annuities.
She received her first license in 1998 and has specialized in Socially Responsible Investing since 1999. Her interest in this field began in 1993 at Business Ethics Magazine.
Krista’s clients come to her because they want her to integrate their investments with their financial needs and their personal values. Her clients want to support companies that have a positive impact and avoid those that do not. Investments are selected based not only on their financials but also on their environmental and social records. Additional attention is paid to how a company treats their employees, their community, the environment and the consumers of their products.
After several years at Prudential Securities, the Center for Responsible Investing, Morgan Stanley and Smith Barney, Krista launched her own firm, Principled Investing LLC, in January 2006. Krista did this to focus her practice on Socially Responsible Investing and because she wanted to provide the highest level of integrity, ethics and professionalism to her clients.
Krista helps her clients identify their financial goals and dreams and develop a strategy to reach them. These goals might include a comfortable retirement, education savings, or a first time home purchase. During this process, Krista spends a great deal of time educating her clients. She believes that knowledge is power and with financial knowledge comes financial freedom. Krista is also a firm believer that everyone deserves and can benefit from professional financial advice regardless of their net worth or investable assets.
Sustainable and Socially Responsible Investing looks beyond the financials to include the environmental, social and governance (ESG) records of a particular investment. How a company treats their employees, their community, the environment and the consumers of their products sheds light on how well that company is managed and how well that company is likely to compete in the long term.
Krista spends her free time hiking, climbing and skiing in the beautiful Colorado Mountains. Krista is an avid gardener and enjoys eating from her small but productive organic vegetable garden.
Krista Strohoffer, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER™
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Principled Investing LLC