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About Our Founder

From the timeless principles of low-cost long-term investing, to the evolving frontiers of digital assets and comprehensive financial planning- Cristina has supported hundreds of individuals and families navigating the complex world of finance.

Each step deepened her belief: wealth is a reflection of values, vision, and legacy.

With a unique blend of technical investment knowledge, emotional intelligence, and strategic foresight, Cristina helps clients align their wealth with what matters most. By leveraging modern technology and time-honored principles, Cristina offers a world-class client experience that is as efficient as it is meaningful—grounded in insight, elevated by trust. This is more than financial planning.

Committed to Supporting Community Economic Empowerment

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Strong communities make for stronger economies, and when we invest in people, we invest in stability, growth, and shared success.

Since January of 2023, Cristina invests her time to support Arizona women as a member of the Fresh Start Women Auxiliary Board. Fresh Start’s work empowers women as they become the hero of their own story, providing wrap-around services and one-on-one support for every step of the journey forward. Access to education & career opportunities are imperative to empowering women and ensuring sustained self-sufficiency. Fresh Start’s emphasis on economic advancement allows women to set and achieve their individual career goals, helping them better financially support themselves and their families.

Cristina is a member of the CFP Board, the Financial Planning Association (FPA), Advisors Growing as a Community (AGC). She participates on the CFP board’s annual Scholarship Review Panel and enjoys mentoring the next generation of financial planners.

Cristina was in SheFi’s 4th cohort that educates women about the blockchain and digital asset industry. She is passionate about technological innovations and how it will improve the client and commerce experience.

AFFILIATIONS

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