Kristen S. Han, CPA, CFP®, is a seasoned financial planner based in New York, operating under the banner of Modern Equitable Financial Group (MEFG). Specializing in personalized financial strategies, Kristen offers comprehensive planning services tailored to individuals, families, and small businesses seeking long-term financial stability. With dual credentials as a Certified Public Accountant (CPA) and a Certified Financial Planner™ (CFP®), she integrates tax-efficient planning with holistic financial advice — a value-added approach that distinguishes her services in the financial services industry.

At MEFG, the focus is on building client trust through clarity, education, and tailored guidance. Kristen takes pride in creating actionable financial roadmaps that support clients at every stage of life, from budgeting and investment to retirement and estate planning. Her approach reflects a strong client-first philosophy, emphasizing transparency and accessibility. She also serves a diverse range of clientele, offering culturally attuned services and a deep understanding of cross-generational financial matters. Kristen’s firm is known for its commitment to financial literacy and empowering individuals to make confident financial decisions.

Website: http://mefg.nyc/

Key Services:

– Comprehensive financial planning
– Tax strategy and planning (CPA services)
– Retirement planning and income strategies
– Investment management and portfolio design
– Estate and legacy planning
– Insurance needs analysis
– Education savings planning
– Small business financial planning
– Cash flow and budgeting guidance
– Financial plan implementation and monitoring