Congratulations to Kristin Navarro, Plumb Family CFO

Kristin Navarro, Plumb Family CFO, Named Finalist for Women of Influence Awards

The Connected Women of Influence (CWI) is the leading, invitation-only association where b2b women owners, executives and professionals connect to build a strong professional community that fosters growth and relationships.  The annual San Diego Women of Influence Awards takes place on March 16, 2016.  Register to attend.

Plumb is pleased to announce that Kristin Navarro, Plumb Family CFO has been named a Finalist for the Woman to Watch Award.

San Diego Woman to Watch:

Recognizes a woman under 40 years of age who has significant accomplishments and success in their chosen industry or profession.

 

Kristin Navarro is a Client Relationship Manager for Plumb Family CFO and has been working in the accounting industry for over ten years.  As a CRM, Navarro oversees a team of six accounting managers with a complex portfolio of over 50 clients ranging from high-net-worth families, trusts, foundations, not-for-profit organizations and service businesses.  In addition to providing controller-level accounting services and financial consulting, she provides audit support, financial reporting and the administration of complex trusts.  She has a diverse corporate accounting background, including the construction, manufacturing and nonprofit industries.

As a Woman to Watch, Navarro has been instrumental in Plumb’s success and an integral part of building out the operational team and structure of the Family CFO Division.  Joining Plumb in 2004, she started her career as an internal corporate accountant and was quickly promoted to be Plumb’s first Client Relationship Manager.

Navarro is successful, because she continues to go above and beyond for her clients and staff.  With her dedication to amazing customer service and attention to detail, she has a client retention rate of 95%.  Many clients and their trusted advisors consistently refer Plumb Family CFO more business due to Navarro’s expertise and professionalism.

Additionally, Navarro has helped change the corporate culture of Plumb, by engaging employees and mentoring them with training and goal-setting.  She works with her team to provide opportunities for career growth and nurtures their accounting skills by working with them on more challenging projects.  She encourages her team to attend leadership workshops and rewards them with accolades and acknowledgement.

Navarro received her Bachelor of Arts Degree in Economics from the University of California, Irvine with a minor of management.  She is a Dale Carnegie Graduate from Leadership and Effective Communications.

She resides in Chula Vista with her husband Jason and their two children, Ella and Natalie.

About Plumb Family CFO:

Plumb Family CFO delivers financial peace of mind by helping affluent families and individuals organize, coordinate and navigate through their financial affairs.  Plumb Family CFO works in partnership with trusted advisors to provide the highest quality of data and financial reporting to establish a holistic view of assets and financial holdings.  Download eBrochure

Services:

  • Bill Payment
  • Bank & Credit Card Reconciliation
  • Investment Accounting Reconciliation
  • Monthly Financial Statements
  • Cash Flow Management
  • Personal Financial Reporting & Analysis
  • Payroll Services
  • Budgeting
  • Cost Analysis
  • Foundation Accounting
  • Trust Accounting
  • Insurance Coordination & Oversight

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