Kristen Fricks-Roman

Kristen Fricks-Roman CFP®, CRPS®, is a senior vice president of Morgan Stanley Wealth Management, Atlanta.

Protect Your Finances from Identity Theft; Online and Off

Business Tips That Will Help Your Company Thrive In Late 2015 and Beyond-Chispa Magazine

Identity theft is a growing problem and it’s a criminal activity.  According to the U.S. Department of Justice, identity theft and identity fraud can refer to any crime in which an individual wrongfully obtains and uses another person’s personal data in a way that involves fraud or deception, usually for economic gain. Are you concerned…

Being a Good Steward of Your Finances Can Benefit All

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As a Certified Financial Planner I encourage my clients to embrace their roles as financial caregivers by being good stewards of their assets for themselves and their families. As April is National Financial Literacy month, it serves as a timely reminder for everyone to reassess their personal financial knowledge. Have you been making an effort…