Kristin is an A.A. candidate at Folsom Lake College majoring in Accounting. Kristin earned an Accounting Certificate from Folsom Lake College in 2014. Kristin expects to continue her Accounting Studies at Sacramento State University next year. In her free time, Kristin enjoys working out and watching sports.
Christopher M. Torchiana, JD, CFP(r), ChFC
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
Kristin M. Weddle
Connor S. Herr
Connor is a senior at Oak Ridge High School. Connor developed an interest in Finance as a result of his enrollment in AP Economics earlier this year. Connor expects to continue his studies next year at a 4 year college where he will focus on Finance. Connor plays lacrosse at Oak Ridge and is an avid skier.