Krissy Coco

Background

About Krissy Coco

I’m a strategic and people-first leader passionate about transforming financial advice through bold vision, authentic connection, and operational excellence. As Director of Planning & Advice, I lead with empathy and empowerment; coaching teams, shaping culture, and driving initiatives that elevate both client experience and internal talent. I value the work I do with others- mentoring emerging leaders, advisors and financial planners and I thrive on building systems that work, relationships that matter and a culture to celebrate. My leadership style blends curiosity, resilience, and a bias for action. I’m known for challenging the status quo, advocating for work-life balance, and fostering psychological safety. Whether supporting a colleague through transition or spearheading reporting reform, I bring energy, clarity, and a deep commitment to growth. Let’s connect if you’re passionate about advice-based planning, leadership development, or building high-performing teams with heart.