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 cohort for Amplified Planning - The Externship, earned his eMoney certification in 2024, and participated in the Dimensional Fund Advisors Summer Series 2024.

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).