Christina Kramlich (CFP®, MBA)

Christina Kramlich focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Socially Responsible Investments

Planning Specialties

Christina is a financial advisor and CFP® professional, with extensive institutional and personal finance experience at both large firms and start-ups in client-facing, operational and business development roles. Prior to joining Chicory Wealth, Christina was a Senior Director at Social Finance Inc. (SoFi), leading the advisory team that launched its wealth management division, SoFi Wealth (now SoFi Invest). Prior to her 6 years at SoFi, Christina worked at several startups and financial services firms, including Montgomery Securities, NextCard, and MoodLogic.

Additional Information

Christina received her MBA focused on Finance and Marketing from the Kellogg School of Management at Northwestern University, and her BA in History from Columbia University. In addition to being a member of NAFPA, Christina is a member of the Financial Planning Association. Christina serves on the board of Project Glimmer, a San Francisco based non-profit organization dedicated to supporting at-risk girls and women nationwide through gifting and days of empowerment. In addition, Christina is a member of the Kellogg Alumni Council at Northwestern University and serves on the Audit Committee for Marin Humane. She lives in Petaluma with her husband and two children, and enjoys travel, cooking, and outdoor adventures in her spare time.

NAPFA Start Date

January 11, 2019


This Office

Call for appointment Petaluma, CA 94952-7612 Phone: (404) 294-5917

Other Offices

3904 N Druid Hills Rd #366 Decatur, GA 30033 Phone: (404) 294-5917