Krista Cavalieri (CFP®)

Krista Cavalieri focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Middle Income Client Needs
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Krista started her career in a large investment bank trading foreign exchange. After seeing the debacle of the financial crisis unfold she realized she knew very little about her own personal finances.

It was that experience coupled with a strong desire to move back home which prompted her to investigate a career in financial planning.

Krista started in the financial planning industry in 2010 and has seen the full range of what is out there. She realized rather quickly after working in a wire house, an insurance firm, and finally with a holistic financial planning firm just what kind of advisor she wanted to be.

After some time with her prior firm she realized her passion was to help her peers and younger generations. (Not really a popular idea in the traditional financial advising community.) It was through this passion that Evolve Capital was formed.

Additional Information

Krista has lived on both the west and east coast but calls middle America home. Having enjoyed both coasts, she loves the beach and enjoys snowboarding. She is now the mother of three and has found through motherhood her hobbies have evolved from traveling and concert going to building towers and playing extreme hide and seek.

Krista also spends time volunteering as an alumna of Kappa Alpha Theta and volunteers with Court Appointed Special Advocates of Franklin County. 

NAPFA Start Date

January 24, 2017

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This Office

1801 Watermark Dr Ste 300 Columbus, OH 43215-7088 Phone: (614) 481-6900 Fax: (614) 481-6919