Founding Partner - Managing Director
“ Financial success is about
proactively planning to
achieve goals rather than
reacting to new issues
that arise.”
Cristina has over 25 years of experience as an International Financial Advisor with proven success working with affluent U.S. South American individuals and families, primarily from Mexico and Venezuela.
Cristina takes the time to understand each client’s unique needs and goals to develop meaningful relationships, personalized wealth management strategies, and custom solutions. She provides not only comprehensive analysis and efficient execution of investment decisions, but also a peace of mind to her clients through consistently going above and beyond through relationships of trust, loyalty and proactive communication.
She maintains her series 6, 7, 63, 65, Life and Variable Annuity licenses and registrations. She graduated from the University of Miami with a degree in Marketing and Business Administration.
For Cristina, her driving motivation every day is putting her clients’ best interests first and providing 24/7, white-glove service.