Kristin V Dunlevy, CPFA, AIF®
Hi there👋🏼 I'm Kristin, Institutional Investment Advisor with over 28 years of experience. I’m passionate about helping organizations and their employees achieve their financial goals through retirement planning. I specialize in designing employer-sponsored retirement plans, guiding mid to large-sized companies through complex regulations with clarity and care.
Louisville, Kentucky
My Process
Align your goals and workforce needs:
As your dedicated plan advocate, I craft customized retirement plans that prioritize employees while endeavoring to minimize regulatory risks.
Enhance your plan’s competitiveness:
I work closely with providers to refine services and negotiate fees, striving for maximum value for your organization.
Drive engagement through innovative design and education:
I deliver tailored plan strategies and financial education programs that empower employees to take control of their financial future, fostering greater participation and confidence.
How can I help?
Employer-Sponsored Plans
Risk Management
Retirement Planning
“My hands-on approach ensures smooth execution, helping your organization stay focused on growth, while supporting employees in managing their finances effectively.”
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Kristin.
Get to know Kristin
Based in Louisville, KY, Kristin Dunlevy is an institutional investment manager at Savvy, specializing in employer-sponsored retirement plans. With a mathematics degree and early experience at her parents’ CPA firm and working on the 400+ acre family dairy farm, she found her calling as a fiduciary advisor, simplifying the complex so we all can aim to prosper.
Kristin serves mid- to large-sized organizations with 50–5,000 employees, designing competitive retirement plans that prioritize employees and help mitigate regulatory risks. As a plan advocate, she optimizes provider relationships, negotiates fees, and aims to drive results.
At Savvy, Kristin values the freedom to focus on empowering clients. She holds CPFA and AIF® designations, is a Chicago Booth CIMA® Executive Education graduate, and serves on the NAPA Government Affairs Committee.
Her mission: “Through Awareness, Inspiration, and Determination, anyone can Prosper—at work and play.”
Book a 30-min introductory call with Kristin.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
