Kristian Colvin’s career has been rooted in financial services since leaving Salt Lake City’s Westminster College in 1997, where he obtained an undergraduate degree in accounting and an MBA.

After time spent with industry stalwart Morgan Stanley, Kristian spent more than a decade with Charles Schwab.

Upon settling in La Jolla after marriage, Kristian pursued his entrepreneurial goals by associating with Emerson Equity, through which he was able to establish an independent practice and provide a more deliberate focus on the unique needs of every family’s portfolio.

Acting in a consultative model for some and ongoing advisor to others, Kristian’s practice is as nimble and varied as his customers’ financial aspirations. More time with each client means better service and a thorough understanding of each client’s needs.

Kristian has also held the Certified Financial Planner® certification for more than seven years. The CFP® certification is awarded to industry professionals who have successfully completed CFP Board initial requirements and any ongoing certification requirements. This certification establishes ethical guidelines and are enforced by the globally-recognized CFP Board.

Kristian lives just outside Downtown La Jolla with his wife of 17 years and two children. He is an advisor of the Patient & Family Centered Care, a specialized advisory board for Kaiser Permenante dedicated to the betterment of care for the organization’s members. He also serves as the board chair for the La Jolla YMCA board of managers. He was the 2018/2019 Volunteer of the Year for the Dan McKinney La Jolla YMCA.

He is licensed by FINRA, holding Series 7, 9, 10 & 11, 63 and 65 licenses.

To check the background of Kristian Colvin as an investment professional, please use Finra’s broker check link, here.

Kristian has earned considerable recognition for his services throughout San Diego, namely:

“La Jolla Light” Readers’ Poll, Best Financial Planner:
1st place: 2013, 2014, 2015
2nd place: 2018, 2019
This guide showcases the businesses, restaurants and people whose excellent efforts make “The Jewel” one of the most wonderful places on the planet in which to live, work and play.

Five Star Wealth Manager, “San Diego Magazine:” 2007, 2010, 2011, 2013-2022
Five Star Wealth Managers represent roughly the top 4% of wealth managers in San Diego based on a survey of consumers, financial professionals and “San Diego Magazine” subscribers. Wealth managers named to this list are those in the San Diego area who scored highest in overall client satisfaction. www.fivestarprofessional.com

Emerson Equity LLC is an independent broker dealer that introduces its clients on a fully disclosed basis and is a member of FINRA and SIPC.