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Krista Wallace

Advisor, CERTIFIED FINANCIAL PLANNER®

Krista's enthusiasm for personal finance has deep roots.

In fact, her passions were first cultivated through a local 4-H program in her rural, West Virginia hometown. As her interest grew, she sought opportunities to learn more about various aspects of personal finance and how to make an impact in the field. She realized the far-reaching, often heartbreaking consequences that poor financial decisions can have on people and those around them. This empowered her to become an advocate for financial planning and eventually propelled her into the profession.

Krista believes that financial planning must be both practical and personal. She enjoys developing genuine relationships with her clients, understanding their unique aspirations, and helping their dreams for their families become realities. (And hopefully having a lot of fun and laughs along the way!)

Krista holds an M.S. in Personal Financial Planning from Kansas State University and a B.A. in Business and Economics from Wilson College. Before joining SoundView, Krista worked extensively in the military community across various roles in Financial Counseling and Planning, supporting single service members, families, veterans, and retirees. She also has experience in tax preparation and nonprofit finance.

Krista has two children who continue to fuel her passion. She returned "home" to the Tacoma area in 2018.

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