Edward Jones - Kristi Trevino

I’m a financial advisor in League City who helps families and business owners simplify their financial lives. I focus on wealth strategies, retirement planning, and asset protection with clear, personalized guidance. Whether you’re preparing for retirement, navigating a major life change, or managing an inheritance, I provide straightforward strategies to help you reach your goals.

I support business owners with retirement plans, key‑employee strategies, and succession planning to help grow assets and reduce taxes. With a career beginning in 1996, I bring deep insight into today’s financial challenges. I’m a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant®, serving clients at Edward Jones in League City since 2018.

I’m also active in the community, volunteering and supporting local charities to help strengthen our region. Learn more at: https://www.edwardjones.com/kristi-trevino