Kristin Afelumo, CPFA® in

Kristin Afelumo, CPFA®

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Financial Representative, Principal Securities Registered Representative & Financial Advisor at Principal Financial Group
📍 Tulsa, Oklahoma, United States

Kristin Afelumo is the award-winning founder of HerPlanning, where she provides financial planning for female primary income earners and specializes in divorce settlements. A graduate of San Diego State University, she is also the resident Financial Expert for News on 6 Tulsa and was named an LPL Rising Star in 2024.

Outside of her practice, Kristin is a certified yoga instructor, a self-proclaimed foodie, and a published author. She is active in her community, serving on the Board of Directors for the Bixby Metro Chamber of Commerce, and is a dog-mom to her Goldendoodle, Charlie.

Unique fact: Kristin authored the book "A Girls Guide to Networking" to help others build professional relationships with intention and purpose.

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Experience
13 Years
Current Role
Financial Representative, Principal Securities Registered Representative & Financial Advisor
Job Level
Leadership
Location
Tulsa, Oklahoma, United States
Personality Overview

How Kristin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kristin cares about

Financial Planning for Women
Her practice is specifically focused on serving female primary income earners and women who are the money managers of their households.
Divorce Financial Strategy
As a Certified Divorce Financial Analyst (CDFA), she helps clients achieve fair and equitable divorce settlements through collaborative financial analysis.
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Career

Work history

7-2019 - 3-2021
Financial Representative, Principal Securities Registered Representative & Financial Advisor
Principal Financial Group
12-2016 - 7-2020
Principal Consultant
Ashton Charles
3-2015 - 6-2019
Financial Planner
Spectrum Financial Group
3-2015 - 3-2017
Senior Managing Associate
Spectrum Financial Group
1-2014
Founder | LPL Financial Planner
HerPlanning
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2003 - 2007
BACHELOR OF SCIENCE
San Diego State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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