Dexter 734.274.6744 |
Grosse Pointe 313.486.9634
Client Access Right Capital

Krysta Wright

Client Service Representative
RJFS, Pearl Planning

Philosophy on Financial Planning

I love helping people uncover what's most important to them, both personally and financially.  I find a deep satisfaction in helping our clients develop a strong financial plan that they feel is achievable. My primary goal is to assist my team with creating and implementing a plan for each of our clients to make their goals a reality, and it's hard for me to imagine a more rewarding career.

Three Favorite Words

Diligence | Courage | Resilience

On My Nightstand

Enlightenment Now: The Case for Reason, Science, Humanism, and Progress by Steven Pinker.

A Quote on my Desk

“Be yourself. Everyone else is already taken.”

You might bump into me…

At a New York Yankees game. As a lifelong Yankees fan, I travel to and attend games every chance I get.

Background

Before joining the financial industry, I worked for several years managing a domestic violence safehouse for a local non-profit organization. This experience highlighted the need for everyone, but particularly women, to take an active role in their financial situation. I entered the financial services field in 2015 and haven’t looked back. I obtained a Master of Business Administration in Accounting and Finance degree in 2019, and plan to further my education later this year by completing the Series 7 and 66 license exams.

Outside of the office, I deeply enjoy spending time on my small farm. I am the proud owner of a miniature horse, Twist, and a miniature Jersey cow, Moolan.

More About Krysta

Education

  • Master of Business Administration, Accounting and Finance – Florida Institute of Technology
  • Bachelor of Arts, Anthropology – University of North Florida

Meet the Other Team Members of Pearl Planning

President, Pearl Planning, Wealth Advisor, RJFS

Financial Advisor, Pearl Planning, RJFS

Financial Advisor, Pearl Planning

Chief Operating Officer, Pearl Planning, Business Manager, RJFS

Client Service Representative, RJFS, Pearl Planning

Client Service Representative, RJFS, Pearl Planning

pearl-planning-no-grit-no-pearl

Pearl Planning Grosse Pointe
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236
313.486.9634
Melissa.Fradenburg@pearlplan.com

Pearl Planning Dexter
8031 Main St. Suite 302
Dexter, MI 48130
734.274.6744
melissa@pearlplan.com

Check the background of this firm on

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