Kristina Saunders, CFP®, CIMA®

Senior Portfolio Manager

Washington, DC
Focus Area

Investment Management

Retirement Planning

Multi-Generational Planning

Estate Planning

Client Specialty

Individual Clients

Institutional Clients

Business Owners

Women in Transition

Community

Healthy Women – Executive Board Member (prior)

CFP Board’s Win/Win program

Kristina K. Saunders is a Senior Portfolio Manager at The Colony Group. She has 20 years of experience providing investment management to both high net worth clients and institutions. She also has financial planning expertise and works closely with clients to identify their short and long-term financial goals, establish a financial plan, and create an investment portfolio suited to their goals. Kristina partners with clients’ tax and legal counsel to ensure that investment management strategies align with optimal tax and estate transfer outcomes.  Her clients rely on her for honest, unbiased advice and consider her a sounding board on all areas of their financial life.

Prior to joining Colony, Kristina was a Portfolio Manager at Sterling Capital Management.  She also served as a Portfolio Manager at Farr, Miller and Washington, after having held the position of Director of Research at a D.C. metro-based wealth management firm, and advocacy group on executive compensation.  Kristina began her career at TCW Group as an equity analyst, supporting the research effort for both equity and fixed income strategies. Kristina has been awarded the Certified Investment Management Analyst® and Certified Financial Planner® designations.

Kristina enjoys outdoor activities, most especially when her husband and four grown children join her. She contributes to her community, actively involved in various church, sports and music programs. As a volunteer with the CFP Board’s Win/Win program, Kristina enjoys mentoring young women who are interested in becoming financial advisors.

Kristina earned a BA in Economics from St. John’s University.

Published Insights

Financial Life Cycles: Living Within Sandwich Generation

Taking care of your aging parents while simultaneously caring for your dependent children all while working can raise some challenges. The Colony Group’s Senior Portfolio Manager, Kristina Saunders, CIMA®,...

Financial Life Cycles: Considerations When Looking to Sell Your Business

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® meets with co-founder and Executive Chair of Food52, Inc., Amanda Hesser. Known as one of the world’s 50...

An Executive Coach’s Guide to Salary Negotiations for Women

Salary negotiation can be very uncomfortable, especially if you’re afraid it might cost you the job offer. At the same time, it may land you a higher salary and...

Financial Life Cycles: Negotiating Your Salary

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® sits down with career transition advisor, Marti Fischer of the Marti Fischer Group. Together they discuss the tools...

Financial Life Cycles: The Basics of Starting a Business

In this episode, The Colony Group Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® meets with the Co-founder and Executive Chair of Food52, Inc., Amanda Hesser. Known as one of...

Financial Life Cycles: Claiming Social Security

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® and Wealth Advisor, Margaret Watson, CPA, CFP® discuss the complex world of Social Security and important considerations when...

Financial Life Cycles: Family Financial Planning for College Age Students

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP®, and Senior Wealth Advisor, Shellie Kurek Peters, dive into the complex world of college saving, planning, and plan...

Financial Life Cycles: Getting Married/Co-Habitation

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® and Senior Wealth Advisor, Lauren Ledger discuss the topic of co-habitation and the importance of understanding and protecting...

Financial Life Cycles: Beginning Your Professional Journey

In our premiere episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP®, and Wealth Advisor, Christine Crigler discuss all the many layers to kick-starting your career, from initiating long-term...

2023 Q2 Market Outlook Webinar Recording: Sifting Through the Known Unknowns

Investor uncertainty has grown significantly over the last year amidst rising geopolitical polarization and tighter monetary conditions. With the collapse of SVB and pressure on the broader banking sector,...

Everything You Always Wanted to Know About: Becoming an Informed Investor

Looking to become a more savvy inveThe Colony Group’s Kristina Saunders, CFP®, CIMA®, Senior Portfolio Manager, suggests that you ask three key questions on your journey of becoming an...

Veteran Female Advisors Explain How More Women Can Succeed in Wealth Management

The Colony Group’s Kristina Saunders, Senior Portfolio Manager, recently spoke with Barron’s on the best ways to support advancing women’s careers in wealth...

Breaking Down the Barriers Between Women and Financial Success

The Colony Group is excited to feature Her Wealth, which focuses on engaging, educating, and serving women on financial topics. The goal of Her Wealth is to establish a...

Tax Advantaged Strategies for Year-End Giving

As the holidays approach, you may be preparing to make gifts to charity or family.  Although your primary reason for giving may be motivated by a desire to support...