Kristen Kaczmark - Morgan Stanley

Business details

Category
Financial Services · Financial consultant, Investment service
Address
3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403
Phone
(707) 524-1059
Website
advisor.morganstanley.com
County
Sonoma County

About

Kristen Kaczmark - Morgan Stanley is a financial consulting practice in Santa Rosa, serving clients across Sonoma County and the North Bay. We work with individuals and families who want clear, thoughtful guidance on investing and long-term financial planning.

Our approach starts with understanding your goals, your timeline and your comfort with risk, so the strategy fits your life rather than the other way around. We bring the resources of Morgan Stanley to our local practice, while keeping the personal attention and straightforward conversations that define a relationship built over time.

You can learn more about our services and get in touch through our website.