CONNECT

Address:

801 Main Street, Ste. 300
Louisville, CO 80027

Phone:

720-625-3300

Fax/Other:

720-625-3349

Kristy Tochihara

Kristy Tochihara

Director, Senior PIM Portfolio Manager

Kristy Tochihara provides comprehensive investment planning with individuals and small businesses to help them achieve their financial goals.

For over 30 years, Kristy has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Kristy has dedicated her career to delivering the personalized investment planning services her clients deserve.

She graduated from the University of Colorado in Boulder, CO and started her career in the financial field in 1988.  She heads a team that helps provide personalized financial advice for individuals and families as well as small businesses. In 2012, she earned her Chartered Retirement Planning Counselor® designation certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.

Kristy is passionate about her community involvement which include being on the board of the University of Colorado Leeds Board of Friends and Alumni, and also the Denver Alzheimer’s Association.  She also served as a past board member to the Boulder County YWCA, participating in their "Dancing with the Boulder Stars" in 2015.  

Kristy spends the remainder of her free time playing golf and tennis, and recently started playing pickleball. She enjoys traveling and is an avid movie buff!   

Phone (720) 625-3334
Fax (720) 625-3348
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals