CP
CFP
CP
CFP

Cristina Perez

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$250K
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Location

1650 Garnet Avenue, #1090, San Diego, CA, 92109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Cristina is a licensed insurance agent since 2021, but is not actively selling insurance products. Cristina also works as an independent contractor providing paraplanning services, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Mindful Millions Management PLLC
March 2025 - Present · 11 mos
Nectarine
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Bayntree Wealth Advisors, LLC
May 2022 - February 2024 · 1 yr 9 mos
Fidelity Personal and Workplace Advisors
March 2021 - April 2022 · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
March 2021 - April 2022 · 1 yr 1 mo
Vanguard Advisers, INC.
December 2019 - February 2021 · 1 yr 2 mos
Vanguard Marketing CorporationBroker
October 2018 - February 2021 · 2 yrs 4 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.
Cristina Perez - Financial Advisor | TrueAdvisor