Kristy Motta CFP®Senior Vice President of Client Relations
Phone: 800.826.5163
Kristy A. Motta is a co-owner and senior vice president of Consolidated Financial Management. Ms. Motta received a Bachelor of Arts degree from Loyola Marymount University, with an emphasis in business and marketing. She has been actively involved in the financial services industry since 1993. Her professional experience has centered on financial consulting to individual clients since 1998. Ms. Motta has earned the professional designation of CERTIFIED FINANCIAL PLANNER ™ (2003) from the College of Financial Planning, Denver, Colorado. Ms. Motta is registered with the Financial Industry Regulatory Authority (FINRA) as an LPL Registered Principal. She is a branch manager with LPL Financial, a registered broker dealer and investment advisor located in San Diego, California, Boston, Massachusetts, and Charlotte, North Carolina. She has a life, health and disability insurance license and a variable annuity insurance license through the State of Oregon. Kristy currently resides in Tigard, OR with her husband, Mark, their daughter, Katy, and their dogs, Poochie and Buddy.
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