Krista has a long history of working with both corporate and individual clients to help achieve their goals. She began her career at Procter & Gamble, where she was a Top Ten National Accounts Manager and District Manager.

After living outside the country for three years with her husband and young children, she returned to the US and joined Morgan Stanley. In 2013, she founded PSM Private Wealth Management with her partners Brad and Janet. She holds her Certified Financial Planner certification (CFP®) from UCLA and her Certified Divorce Financial Analyst (CDFA®) certification. 
Like many financial professionals, Krista has a love for numbers, planning and analysis. Most importantly, she truly enjoys being part of her clients’ personal stories and getting to know them through comprehensive planning. She and her husband of 38 years, Andy, have two grown children, Matthew, and Sarah.  Matt and his wife Jen just had their first baby, Hannah Rose. With five UCLA degrees in the family, the Murrays are true Bruins!

Financial Planning Ideas You Should Know About

We've built a library of E-books focused on our most helpful financial and tax planning concepts in an effort to educate and inform people just like you!  Below are a couple of our most read topics.  Take a look and see if any of these strategies may be right for you.

The Mega-Back Door Roth

Do you make too much to contribute to a Roth IRA?  This is how smart investors use the rules to fund one.

Avoid Tax Mistakes

Do you own a business?  These are the top 5 tax mistakes we see business owners making.

Top 5 Investor Mistakes

These are the top 5 errors we see most commonly when reviewing new clients' portfolios.