Biography

 Kristina J. Sommerkamp, CFP®, ChFC, MSFS, RICP

Since entering the financial services industry in 1986, Kristina J. Sommerkamp has been committed to providing the highest quality of service and sound investment advice based on thorough and timely research.

She earned a Bachelor of Science Degree in Business Administration with majors in Accounting and Economics from the University of South Carolina, and she currently holds the designations of CERTI­FIED FINANCIAL PLANNERTM professional, Chartered Financial Consultant, and Investment Ad­visor Representative.  She earned her Masters of Science in Financial Services and holds the designation of Retirement Planning Specialist awarded to her from the Wharton School of Business.  In January 2016, Kristina earned the designation of Retirement Income Certified Professional.

As Owner of Sommerkamp Insurance and Financial Services, Kristina shows a seasoned under­standing in meeting the needs of high net worth individuals, successful professionals, business own­ers, and retirees.  Because of her long experience in defending doctors against medical malpractice claims, Kristina has a special aptitude for working with investors in the medical profession.  She con­ducts numerous seminars designed to help women investors; she often works with women who have unexpectedly had to start managing their own finances.  She also presents seminars on Estate Planning Strategies, Tax Efficient Strategies, Wealth Creation, and Wealth Preservation for the general public and private corporations.  Kristina has a twice weekly radio show on WSBR at 740 AM, during which she does educational shows regarding retirement and financial planning.

Thorough and innovative, Ms. Sommerkamp focuses her business career on estate planning strategies and retirement planning, brokerage of stocks and bonds, investment planning, and pension planning.  She also focuses on wealth creation through managed accounts and portfolio analysis. Ms. Sommer­kamp holds FINRA Series 7, 63, and 65 Registrations.

Kristina treats her clients in a manner in which she would like to be treated under similar circumstanc­es; she likes to take a caring and concerned approach in dealing with her clients and always places her clients’ interests foremost. Trust, integrity, and outstanding service are the cornerstones of her busi­ness and her personal commitment to every client.  Honesty and professionalism have earned her the respect and admiration of her clients and associates as evidenced by her receipt of various honors and awards, including President’s Council at ING.

She emphasizes helping small business owners set up health and disability insurance plans, pension plans, life insurance, buyout planning, and estate planning strategies. Kristina connects people with a team of advisors including accountants and attorneys in the area. *

Active in the community, Kristina is a sustainer with Junior League of Boca Raton.  She is an FAU Football Founder and a longtime supporter of FAU athletics.  She resides in Boca Raton with her husband Erich.  In her leisure time, she enjoys snow-skiing, golf, and gourmet cooking.

* Cambridge Investment Research, Inc. does not provide tax or legal advice.  Please consult your tax or legal advisor regarding your particular circumstances.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The named individual offers securities through Cambridge Investment Research, Inc., member FINRA/SIPC, investment and advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor and offers annuity and insurance products through Atlantic Financial Group Financial Services.  Sommerkamp Insurance and Financial Services is not owned or operated by Cambridge Investment Research, Inc., Cambridge Investment Research Advisors, Inc. or Atlantic Financial Group Financial Services.