Krista Charlton, CFP®Registered Investment Advisor


    A true “people person”, Krista loves deepening her relationship with clients and being a witness to how their lives unfold and take interesting turns. She enjoys listening to people’s stories and discerning how important milestones and other life events might require an update to shape their financial plan. As a Certified Financial Planner™ professional she firmly believes, “People don’t stand still, so neither should their plan. An exceptional plan is one that evolves with the person it serves.”

    Prior to joining Ascent in 2012, Krista received a Bachelor of Science degree in Finance from the University of Phoenix and worked at Bellevue Asset Management.

    As a Bend native, Krista aspires to spend as much time outside and traveling as possible. She has a long list of favorite outdoor activities including hiking, snowmobiling, and paddleboarding. “I try to remember to slow down, enjoy family, and make time to give back to the community that built me.”


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