Kristian Bielicki

Client Service Specialist

Kristian is driven by a goal to become a Certified Financial Planner (CFP) and has a strong desire to work with fee-only financial planners. He's excited to help financial planners perfect their processes and apply his technical knowledge to make a real impact.

He brings seven years of experience working with Salesforce and CRMs, including six years in insurance recruiting/staffing and one year in a fintech startup. During college, he led a team of eight students on a six-month consulting contract with a Norwegian golf-tech startup.

Kristian graduated Summa Cum Laude (4.0 GPA) from Embry-Riddle Aeronautical University in 2023, with a major in Business and a concentration in Finance. He was honored as the Distinguished Graduate of the Embry-Riddle School of Business for his class. He's also been a member of the 2024 and 2025 cohort for Amplified Planning - The Externship, earned his eMoney certification in 2024, and participated in the Dimensional Fund Advisors Summer Series 2024. He has passed the SIE exam and has logged over 1800 hours towards the CFP certification.

Kristian has been a soccer player all his life, including throughout college. These days, he loves backpacking and camping in new parts of Arizona and the U.S.

Fun fact about Kristian: he enjoys trivia and he even made it to the final round of casting tryouts for Jeopardy! during college (though he didn’t make it onto the show).