Based in Rolling Hills Estates, California, Kristin Hetzer is an investment professional, author, and financial educator. With more than four decades of experience in the financial services industry, she has established herself as a leader in investment management, financial planning, and ethical advisory practices. As the principal and senior portfolio manager at Royal Palms Capital LLC, Kristin Hetzer oversees the management of individual and corporate pension portfolios, helping clients achieve their financial goals through strategic, ethical investing.
Before founding Royal Palms Capital LLC in 2005, Kristin Hetzer built a successful career working with a number of major financial institutions, including UBS Financial Services, Prudential Securities, Kidder Peabody & Company, and Merrill Lynch. During her tenure at Prudential Securities, she served as first vice president of investments, assistant branch manager, and portfolio manager, managing over $120 million in assets across more than 500 accounts.
In addition to her impressive financial career, Ms. Hetzer is a published author whose work sheds light on one of the most critical issues in modern finance: financial elder abuse. Her book, Valle Egypt, highlights undue influence and its devastating impact on families and estates.