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Kristin Larson, a former UBS advisor with nearly $200 million in client assets, has launched her independent practice, NewSpring Wealth Partners, after recognizing the benefits of independence. A CERTIFIED FINANCIAL PLANNER® and Top Next-Gen and Women Wealth Advisor, Larson aims to empower mid-career professionals, particularly women, by providing a supportive and confidential environment for financial decision-making. Sanctuary Wealth's President, Vince Fertitta, commended her achievements and the growth potential of her new firm within their extensive network.
Kristin Larson, a former senior vice president at UBS, has launched NewSpring Wealth Partners under the Sanctuary Wealth network, managing approximately $200 million in client assets. Emphasizing her commitment to empowering mid-career professionals, especially women, Larson aims to provide enhanced support and objective investment solutions as an independent advisor. Sanctuary Wealth's CEO highlighted the growing demand for women advisors amid the ongoing wealth transfer, positioning Larson as a key figure in this evolving landscape.
Kristin Larson
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kristin larson launches new independent firm after successful career at ubs
21:04 10.02.2025
next generation advisor launches independent firm managing 200 million in assets
11:57 10.02.2025
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