Kristie Garrett, MBA, CFP®, CRPC®

Vice President, Advisor

Kirkland, Washington

Seattle, Washington

Contact Kristie

Kristie helps clients align their resources with the goals that matter most to them. She supports retirement income planning, lifestyle sustainability, and multigenerational legacy priorities. Her work centers on meaningful conversations and thoughtful coordination.
Kristie joined EP Wealth with more than 20 years of industry experience as an advisor, leader, and portfolio manager. She earned a B.A. from Seattle Pacific University with majors in Finance, Economics, and Management. She also earned an MBA from Seattle University. She continues ongoing professional study in taxes, estate planning, equity compensation, and Medicare.
Kristie’s approach is client-first, practical, and highly personalized. She listens closely, clarifies priorities, and creates solutions that fit real life. She believes education helps clients avoid costly mistakes and act with confidence.
Kristie enjoys hiking, spin cycling, and urban walks. She loves discovering new restaurants and follows MLS and European soccer. Time outdoors is a favorite way to recharge.