I’m an independent, fee-only, fiduciary financial planner based in Brooklyn, NY. I create holistic, forward-thinking financial plans that balance your current needs and future goals, and serve as a framework for life decisions.
You feel generally comfortable with the way your financial life is going, but there’s so much information to sift through that it’s hard to know if everything is covered.
You want to provide for you children’s futures—and your own parents may need some help—but you have your own retirement to plan for, and you don’t know how to balance it all.
You’re considering some big decisions (like a major purchase, a career shift, or a lifestyle change), and want to make them in the context of your overall financial picture.
With the economic landscape changing, you want to build resiliency into your own finances to better weather economic uncertainty, and to improve your community.
Cristina Guglielmetti, CFP ®
I’ve been involved in the financial services industry since 1997, and performing investment management and financial planning since 2005. I earned the CFP ® designation in 2010, and have been helping clients manage their financial lives ever since. I believe that everyone should have access to trustworthy, sound advice tailored to their needs.
