Kristen S. Han, CPA, CFP

Kristen S. Han, CPA, CFP

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SerdenID : PRO-20250904-01392

About Company

MEFG, led by Kristen S. Han, CPA, CFP®, is a New York-based financial advisory practice that specializes in financial and tax planning, wealth management, and insurance services for individuals and small businesses. With more than a decade of experience in finance and accounting, Kristen brings a holistic approach by integrating investments, insurance, and retirement planning into comprehensive financial strategies. The firm serves clients nationwide through secure virtual consultations and electronic document sharing, making financial guidance accessible regardless of location. MEFG is committed to helping clients establish a solid financial foundation, grow their wealth, and achieve long-term financial goals while also giving back to the community by donating 10% of profits to charitable causes.

Service Category

Financial Planner

Area Served

New York

Contact Info

Address

350 E 76th St, New York, NY 10021

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