Kristen Kuzma joined Fairway in 2007. She provides relationship and technical support for Fairway’s clients and lead client advisers by preparing income tax projections, cash flow forecasts, financial and investment planning analyses, and investment performance reports. Kristen also delivers financial planning services directly for several “next generation” clients.
Education, Credentials, and Community:
Baldwin Wallace University, BA (Business Administration / Finance)
CERTIFIED FINANCIAL PLANNER (“CFP”)
Financial Planning Association
Estate Planning Council of Cleveland