Skip to main content

New Client Advisor

PHOENIX, May 13, 2019 – WealthPoint a leading provider of life insurance and business advisory services with a focus on succession, exit and wealth transfer planning to entrepreneurial family groups and affluent clients throughout the U.S., has hired Belinda Kraemer as a Client Advisor in their San Diego office.

“Bringing Belinda onboard has allowed us to ‘walk our talk’ in regard to bringing continuity to our Solana Beach office while we broaden the reach of our services in Southern California,” said WealthPoint’s Managing Partner, Ryan Barradas, CLU®. “Belinda’s background, experience, wonderful intellect and client first approach will be of tremendous value to the future of our presence in the marketplace. We are incredibly lucky to have her on board!”

Belinda is a local San Diegan passionate about ensuring the legacy of local family businesses. She joins WealthPoint with a diverse work background including experience at a computer software startup, real estate, and also serves on the board for a family real estate investment company. In addition to her work in insurance advisory services, Belinda is passionate about philanthropy and nonprofit management, serving on the Advisory Committee for The Ecology Center and the Planned Giving Committee for KPBS. She holds a Bachelor of Arts degree in Sociology from the University of California, Berkeley.

“It’s an honor to join the innovative, ethical and collaborative team at WealthPoint. I learn something new every single day and enjoy constantly evolving to best honor our responsibility to serve our clients with the utmost transparency, care and focus. On top of that, I get first-hand experience of building a succession plan in a family business, as I have the joy of working with my dad, John Kraemer, CSPGCM. We embody the WealthPoint’s commitment to continuity of service for decades to come. It is a privilege to work with the WealthPoint team to provide clients and advisors with our absolute best work,” said Belinda Kraemer.

About WealthPoint
WealthPoint is headquartered in Phoenix, AZ with offices in Denver, CO and San Diego, CA. They specialize in providing a holistic approach to business and life insurance advisory services with a focus on succession, exit and wealth transfer planning. WealthPoint serves affluent family groups and entrepreneurs from closely held companies throughout the U.S. The company’s unique process, Know your story® helps their clients to achieve better business & personal outcomes faster, safer & easier. Additional information can be found at www.wealthpoint.net.

Ready to discuss WealthPoint’s services?

Schedule A Call