Kristin Afelumo, CPFA®

Doer
DISC Type : ds

Financial Representative, Principal Securities Registered Representative & Financial Advisor at Principal Financial Group

Tulsa, Oklahoma, United States

Overview

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.

Personality Overview

Long-term Focused

Results Focused

Strategic Planner

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care 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.
Intentional Networking
Authored a book titled "A Girl's Guide to Networking" and frequently speaks on how to build professional networks with purpose and clarity.

Media Appearances

Kristin has no verified media appearances

Work History

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

Education

2003 - 2007
BACHELOR OF SCIENCE from San Diego State University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Tulsa, Oklahoma, United States Job Level : Leadership Designation : Financial Representative, Principal Securities Registered Representative & Financial Advisor at Principal Financial Group
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Insights For Selling To Kristin

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't shy away from asking hard questions, but be extra polite
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kristin is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Kristin

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Kristin move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Kristin take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Kristin

Personality Compatibility


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