Kristin Bartlow & Team

Serving clients in the Bay Area and surrounding regions.

FIRST WE LISTEN. THEN WE PLAN.

We help you clearly see the situations ahead of you so you can gain the clarity and confidence you need around your financial goals.

Our team is passionate about discovering the way we can best support you and your family in making an impact in your community and beyond.

THE TEAM

Kristin Bartlow, CFP®, CLU®, RICP®, CHFC®, WMCP®

Managing Director & Financial Advisor

Kevin Rinow, CFP®, CLU®, RICP®, CHFC®

Financial Advisor

Brett Agnew, CFP®

Director of Planning

Adrienne Conrad

Executive Assistant

OUR CLIENTS ARE

People nearing retirement and working in the creative or tech industries who are exploring ways to build multi-generational wealth.

Successful professionals, typically with stock ownership or equity in their business, who are experiencing or have experienced divorce.

Progressive and forward-thinking professionals with complex planning needs in their peak career years.

WE OFFER

THOUGHTFUL FINANCIAL PLAN

Let’s set your priorities, define your goals, and give you the type of ongoing, relational financial advice that will make a meaningful difference in your life.

MULTI-GENERATIONAL WEALTH PLANNING

As a family-oriented team, we have a passion for helping other families grow their impact within their own four walls, immediate community, and beyond.

HELPING FINANCIAL DECISION MAKERS

Whether you’re already the key financial decision maker or assuming the role for the first time, we’ll help you take full control – and support you along the way.

Work with a Team Who Cares About You

Finding the right financial advisor for you isn’t only about money; it’s about discovering a financial guide who can help you be your true self in every situation.

Financial advice today is as much about life coaching as it is about investment management. We deliver excellence in both areas, and many more, to the clients we serve.

CONTACT US

Address: 3201 Danville Boulevard, Suite 180, Alamo, CA 94507

Phone: (415) 840-3033