Range
Kirstyn Simon, CFP®, currently serves as a Financial Planner at Range since September 2023. Prior to this role, Kirstyn had an extensive tenure at J.P. Morgan from July 2016 to September 2023, advancing from Private Bank Analyst to Private Banker Associate and ultimately to Vice President. Kirstyn began a career in finance as a Private Banking Summer Analyst at J.P. Morgan and gained initial experience as a Financial Advisor Intern at Wells Fargo Advisors. Kirstyn holds a Bachelor's Degree in Financial Planning and Services from Indiana University Bloomington, earned in 2016, and an Academic Honors Diploma from Bremen High School, completed in 2012.
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Range
Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment services, retirement planning, estate planning, tax planning, insurance optimization, and more.