Kristin Raese

Kristin Raese

Client Relationship Manager

Kristin serves as Client Relationship Manager for West Capital Wealth Management. She is responsible for assisting with growth, client retention, and servicing clients’ financial goals and needs. Kristin joined LPL Financial in August 2018. She started in the financial services industry directly out of college working for Franklin Templeton Investments and E*Trade Securities. Her experience in the financial services industry includes operations, project management, and providing support in legal transfers.

Kristin lives in Granite Bay with her husband and two children. In her free time, she enjoys traveling, watching sports, and spending time with family and friends.