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Kristina Bandi, FPQPTMClient Relationship Manager

Kristina Bandi, FPQPTM
Client Relationship Manager

Client Relationship Manager

Kristina Bandi is a Registered Assistant through LPL Financial and Financial Paraplanner Qualified ProfessionalTM at DeFranco Financial. She is a 2007 graduate of Frostburg State University where she was the recipient of Departmental Honors in Finance and a Bachelor’s of Science Degree in Business Administration. 

Her employment in the financial services industry began in 2007 with her position as a Client Service Representative in the Broker/Dealer division of Federated Investors, a mutual fund company based in Pittsburgh, Pennsylvania. From there, Kristina returned to her hometown, Wheeling, WV, and joined SP Financial Strategies, LLC owned by Susan C. Pokwatka, CFP®, ChFC® in October of 2008.  Kristina is currently working as Financial Paraplanner Qualified ProfessionalTM and Client Relationship Manager for DeFranco Financial following the union of SP Financial Strategies, LLC and DeFranco Financial in March 2017.

Kristina obtained her Series 6 and 63 registrations in 2007, and became a Financial Paraplanner Qualified ProfessionalTM in 2012. 

Kristina is an honoree and member of The State Journal’s 2013 class of Generation Next: 40 Under 40*. Kristina is an Alumnae member of the Delta Zeta National Sorority and the Delta Sigma Pi International Business Fraternity. Kristina has previously served as a board member for The Tuberculosis Association of Ohio County and is Past Member and Secretary of the Board of Directors for Wheeling Health Right, Inc. She has also served the United Way of the Upper Ohio Valley as an event volunteer and member of their Allocation Panel. 

Kristina resides in Wheeling with her longtime boyfriend, Brad, and their beloved dogs, Martini and Boogie.

Email Kristina at kristina@defrancofinancial.com

FINANCIAL PARAPLANNER QUALIFIED PROFESSIONALTM and FPQPTM are trademarks of the College for Financial Planning 

*Annual award for professionals younger than 40. Based on leadership and assisting community organizations.