Kristen LeClair, CFP®

Kristen LeClair,  CFP® Profile Photo

Business Owner/ Wealth Advisor/ Mom

Kristen LeClair, CFP® is a wealth advisor and founding partner for the 994 Group, an independent Registered Investment Adviser based in Austin, TX. Kristen and her team manage the strategic roadmap for the firm, and provide investment management and comprehensive financial planning services to their clients.

Kristen is a 25+ year industry veteran, and prior to launching her practice in 2018, she was Senior Vice President of the advisory and investment product division of an independent broker-dealer and formerly managed product sales and consulting teams for nationwide broker-dealers and banks.
Kristen earned her Certified Financial Planner™ designation in 2021, and holds a Bachelor of Science in Business Administration from UNC Charlotte and a Master of Business Administration from the UNC Kenan-Flagler Business School. She is also a licensed insurance agent in the state of Texas.

Most importantly, Kristen is a mom to three amazing sons, and in her (limited) spare time, enjoys a good book, a long run, and jamming to Metallica!

Sept. 27, 2023

Investing in Yourself: A Financial Advisor's Path to Personal and Professional Growth

Welcome to WomenShare: a marketing guide for women in financial services. In this episode of the podcast, Joanna Ehresman and Leah Alter are joined by our first-ever guest, Kristen LeClair. Kristen is the co-founder of the 9…