Cristina is a Certified Financial Planner® and Registered Life Planner®. Formerly she led sales and consulting efforts as a Regional Director for Russell Investments, one of the world’s largest institutional investment consultants. In this role she worked for the Advisor and Intermediary Services division in both Southern California and Hawaiian markets. Cristina has consulted for and worked with over 10,000 financial advisors. After years of experience in the industry she grew dissatisfied with the wide disparities in knowledge, empathy, and skill within the advisor population.
Today, she believes that even greater success can be achieved by solving issues holistically – with individuals and their families. Cristina designed her own life plan and has transitioned to her dream career as a financial life planner who does everything in her power to positively impact the lives of her clients. When she’s not hard at work, you can find Cristina in the great outdoors. She is passionate about surfing and adventuring around the world.