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What I believe:

• Good financial planning goes far beyond investments. Your financial goals must align with your life goals—our work together will explore both.

• Breaking down secrecy around money will lead to more resilience in our own lives and in our communities.

• Simple isn’t always easy: I will be your resource to keep you on track when you’re tempted to abandon the strategy.

 

Cristina Guglielmetti, CFP®

It can be tough to think about your financial future. Your life is busy, and the financial landscape is always getting more confusing. But that means proper planning is critical. I am an independent fiduciary financial planner who works entirely on a fee-only basis (my fees are transparent, disclosed, and earned only from my clients). As an independent, fee-only fiduciary, I am free to recommend any product or strategy to fit your unique goals. I don't sell products and don't receive commissions for anything that I do recommend. I uphold this standard without exception.

Financial planning is sometimes thought of as a luxury—out or reach for many—or as a complicated web of opaque fees, high minimums, and aggressive sales tactics. However, I believe everyone should have access to trustworthy, sound advice tailored to their needs with no asset or income minimums. I provide straightforward advice in a flexible structure that fits your life and establishes a partnership to last for years to come. My aim is to educate, not just give advice or recommendations. I’m committed to showing how working with an advisor can benefit you, and how you have the tools and capability to take control of their finances.

I'm a native of Brooklyn, NY, where I still live. When I'm not helping clients, I enjoy running, reading, learning, being an active volunteer in my community and especially spending time with my husband and son. 

Photo credit: Jason Jamal Nakleh