Biography

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 PLANNER ^TM professional, Chartered Financial Consultant, and Investment Advisor Representative. She earned her Masters of Science in Financial Services and has been awarded the title of Retirement Planning Specialist by AXA Advisors, after receiving a Certificate in Retirement Planning from the Wharton School of Business.

As President 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. 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.

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 accumulation through managed accounts and portfolio analysis. Ms. Sommekamp 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 resides in Boca Raton with her husband Erich. In her leisure time, she enjoys snow-skiing, golf, and polo.

* AXA Advisors does not provide tax or legal advice. Please consult your tax or legal advisor regarding your particular circumstances.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the 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 and investment and advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and offers annuity and insurance products through AXA Network, LLC and its subsidiaries.Sommerkamp Insurance and Financial Services is not owned or operated by AXA Advisors or AXA Network.

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