Cristina Livadary (CFP®, RLP)

Cristina Livadary focuses in the
following client markets or areas of practice:

Alternative or Private Investments

Business Owners

Cash Flow/Budgets/Credit Issues

Entrepreneurs

Financial Psychology/Coaching

Generation X

Planning Specialties

CERTIFIED FINANCIAL PLANNER®

REGISTERED LIFE PLANNER® : Cristina is a graduate of the Kinder Institute RLP® training program. Life Planners help their clients discover and articulate their most essential goals in life, and work with them to cultivate the financial conditions necessary to live the life of their dreams.

Additional Information

Cristina is a CERTIFIED FINANCIAL PLANNER®, and Registered Life Planner®, with over 10 years of experience in financial services. 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. Cristina realized that financial advisory domain knowledge was not enough. In fact, she discovered that even greater success could be achieved by solving issues holistically, with individuals and their families. After this realization, Cristina designed her own life plan, and transitioned to her dream career: 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.