Kris Dwyer, CFP®, CDFA, is an ally and advocate for her clients. Her focus is to work in tandem with her clients to help them maximize money as a resource. She believes that creative financial planning and diligent investing can transform lives and generations. Her focus, dedication, financial savvy, and uncommon wisdom are why many of Kris' clients have depended on her for decades.
Managing wealth tends to become more complex and time-consuming as years pass. Designing strategies to manage wealth according to life’s priorities is difficult, but very do-able. In Kris’s words, “My goal is to help my clients create a well-tended financial life so they can focus on the people and experiences that are most important to them.”
Kris has been a member of the LongView team for over 30 years. She holds a B.S. from Georgia Tech (1981, Business Administration) and a Master’s degree from Georgia State University (1986, MBA, Finance).
Kris and her husband John, along with their college-age children, Grace and Jack, have deep roots in Atlanta. They are involved in community efforts such as neighborhood preservation, church leadership, and supporting arts organizations. All four Dwyers love travel, weekends at the lake, tailgating, and cooking for friends and family.
* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
* The Institute for Divorce Financial Analysts™ (IDFA™) was founded in 1993 to provide specialized training to accounting, financial and legal professionals in the field of pre-divorce financial planning. To attain the right to use the CDFA® certification, an individual must satisfactorily fulfill the following requirements: Complete a comprehensive course of study approved by the IDFA™. Pass a four-part Certification Examination that tests their understanding and knowledge of the financial aspects of divorce. In addition, the practitioner must demonstrate the practical application of this knowledge in the divorce process. Candidates must also be in good standing with their Broker-Dealer (if applicable) and the FINRA/SEC or other licensing or regulatory agency experience. CDFA® professionals must have three years minimum experience in a financial services capacity and a four-year bachelor’s degree from an accredited university prior to earning the right to use the CDFA® certification mark. CDFA® practitioners agree to abide by a strict code of professional conduct known as the IDFA Code of Ethics and Professional Responsibility that sets forth their ethical responsibilities to the public, clients, employers, and other professionals. Once certified, CDFA® practitioners are required to maintain technical competence, fulfill ethical obligations, and remain a member of IDFA in good standing. Every two years, they must complete a minimum of fifteen (15) hours of continuing education specifically related to the field of divorce.