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Kristen H

CFP®, Series 63, Series 65

Sugar Land, TX

Capital Analysts

Kristen Hrncir is a CFP® professional with over 20 years of experience in financial advisory roles. She is currently with Capital Analysts and Lincoln Investment, having previously worked at Agia, Valic Financial Advisors, and Wells Fargo Clearing. Hrncir is a managing member of KLH Financial LLC and a partner at Red River Wealth Advisors, as well as an insurance agent. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and businesses. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor-managed strategies.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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