Co-Founder And Senior Advisor
CurrentI work with clients to understand their goals in life and develop a financial plans that supports their aspirations.
Aug 2024 - Present
AeroLeads people directory · profile
Christina K. Email & Phone Number
Co-Founder and Senior Advisor at Cantata Wealth / Experienced Certified Financial Planner / Fintech Startup Veteran / Investor @ Broadway Angels
at
Cantata Wealth
1 work email found
@sofi.com
2 phones found area 866
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder and Senior Advisor at Cantata Wealth / Experienced Certified Financial Planner / Fintech Startup Veteran / Investor @ Broadway Angels
Location
San Francisco Bay Area, United States
Who is Christina K.? Overview
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Quick answer
Christina K. is listed as Co-Founder and Senior Advisor at Cantata Wealth / Experienced Certified Financial Planner / Fintech Startup Veteran / Investor @ Broadway Angels at Cantata Wealth, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at sofi.com, phone signal with area code 866, and a matched LinkedIn profile for Christina K..
Christina K. previously worked as Co-Founder and Senior Advisor at Cantata Wealth and Financial Advisor at Chicory Wealth. Christina K. holds Masters Of Management, Marketing & Finance from Northwestern University - Kellogg School Of Management.
Company email context
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*@sofi.com
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Profile bio
About Christina K.
I've worked in the financial services and startups for most of my career, after graduating from Columbia College in NY in the 1990s. I studied history and languages in college, and I began my career building relationships in financial services at Montgomery Securities in my hometown of San Francisco.While pursuing my MBA at the Kellogg School at Northwestern, I participated in and led several clubs and activities such as the tech conference, the VC club, and Special K. After Kellogg, I worked in BD for a few early fintech and music software startups, then joined SoFi in early 2012 during its first year. During my six years at the company, I fundraised for the firm's first loan funds, led the first investor relations efforts, created several business development alliances, acted as a spokesperson, and ultimately led the advisory team that launched its wealth management division, SoFiWealth, now called SoFi Invest. In '18 I earned my CFP® & in ‘19 joined an independent, fee-only financial planning firm called Chicory Wealth. At Chicory, I honed my skills as a holistic financial planner and I also acquired the Chartered Advisor in Philanthropy® designation. I enjoy being a connector, a listener, a collaborator, and a problem solver, and I’m excited to bring that skill set to Cantata Wealth as a Co-Founder and Financial Advisor. In financial planning, I’ve found a path that enables me to do meaningful work for my clients. The life planning process I follow is individualized and includes financial management strategies like investment management, cash flow and spending, charitable giving, retirement savings, tax planning, estate planning, education planning, and insurance advice. I enjoy balancing work with time spent with family and friends, pursuing outdoor activities such as trail riding, cycling, and skiing, as well as cooking and traveling. I'm a firm believer in giving back and am involved in a few non-profits: Project Glimmer is dedicated to serving at-risk girls and women through gifting and days of empowerment (Board Chair); and Marin Humane transforms lives through exceptional animal care, humane education, and advocacy (Audit Committee).Here are a few press mentions I've had over the years (Cosmo, CNBC, and Bloomberg): https://www.cosmopolitan.com/sex-love/a2119620/money-questions-couples/https://www.cnbc.com/2020/01/28/sp-500-dominated-by-apple-microsoft-alphabet-amazon-facebook.htmlhttps://www.pressreader.com/bahrain/bloomberg-businessweek-europe/20240408/282183656070946?srsltid=AfmBOoriTNuVBFFiRbeh1NkQITWdba8Mms352-WsyMSeZkkyEYe3ppIr
Listed skills include Product Marketing, Team Building, Strategic Partnerships, Public Speaking, and 22 others.
Current workplace
Christina K.'s current company
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10 roles · 29 years
Christina K. work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Chicory Wealth is a fee-only financial planning firm focused on active ESG investing. At Chicory, I honed my skills as a holistic financial life planner and I also acquired the Chartered Advisor in Philanthropy® designation. For suitable clients, I sourced and implemented private ESG oriented opportunities in addition to offering the Chicory public portfolio solutions. In addition to my work with clients, I initiated the estate planning module at the firm and developed several marketing alliances and partnerships on behalf of the firm.
Oct 2019 - Aug 2024
Director
Parkside is a fee-only financial planning firm. I was responsible for creating and monitoring financial plans and for marketing for the firm.
Nov 2018 - Jul 2019
Senior Director
SoFi is a new kind of finance company taking a radical approach to lending and wealth management. From unprecedented products and tools to faster service and open conversations, SoFi is all about helping it's members get ahead and find success. Whether they’re looking to buy a home, save money on student loans, ascend in their careers, or invest in the future, the SoFi community works to empower members to accomplish the goals they set and achieve financial greatness as a result.
Mar 2012 - Mar 2018
Director Of New Product Development
Integrated Insights (I2) uses quantitative business analytics to drive high-quality decisions in the biopharmaceutical industry. By integrating rigorous and proven frameworks of decision analysis with the best practices of gathering and integrating market information, I2 provide a unique and integrated process for its clients.
Jul 2010 - Jun 2012
Vp, Business Development
Business development for one of the first online music recommendation engines. The company developed profiles on over 1 million songs by a listener panel of 50,000 distinct members and musicologists as part of its proprietary method for modeling user preference. Multiple patents granted. Hardware distribution and web partnerships. Acquired by ROVI.
2000 - 2001
~1 yr
Sr. Bus Dev Manager
Nextcard
Business development and international and domestic project management in the first online credit card company. NextCard, the creator of the “First True Internet Visa,” was a pioneer in employing direct and affiliate marketing practices to reach Internet consumers in the late 90's. Was with company from start-up phase to established growth company with more than 800 employees, 1.2 million cardholders and $2 billion in assets.
1998 - 2000
~2 yrs
Analyst & Venture Capital Liaison
Montgomery Securities
Feb 1994 - Jul 1996
Research Analyst
Conducted research and organized PR for the venture capital database firm.
Feb 1993 - Feb 1994
Intern
Worked on the news desk as a production intern in the SF bureau of CNN. Came up with story ideas and assisted reporters on scene.
Jan 1993 - May 1993
8 education records
Christina K. education
Masters Of Management, Marketing & Finance
Northwestern University - Kellogg School Of Management
Ba, History
Columbia University
Spanish Language, Literature, And History
School Year Abroad
Education record
Shakespeare & Co.
Summer Study Program In Italian Language
Università Per Stranieri Di Perugia
Education record
Marin Country Day School
Education record
Seydways
Education record
University High School
FAQ
Frequently asked questions about Christina K.
Quick answers generated from the profile data available on this page.
What company does Christina K. work for?
Christina K. works for Cantata Wealth.
What is Christina K.'s role at Cantata Wealth?
Christina K. is listed as Co-Founder and Senior Advisor at Cantata Wealth / Experienced Certified Financial Planner / Fintech Startup Veteran / Investor @ Broadway Angels at Cantata Wealth.
What is Christina K.'s email address?
AeroLeads has found 1 work email signal at @sofi.com for Christina K. at Cantata Wealth.
What is Christina K.'s phone number?
AeroLeads has found 2 phone signal(s) with area code 866 for Christina K. at Cantata Wealth.
Where is Christina K. based?
Christina K. is based in San Francisco Bay Area, United States while working with Cantata Wealth.
What companies has Christina K. worked for?
Christina K. has worked for Cantata Wealth, Chicory Wealth, Parkside Advisors Llc, Sofi, and Integrated Insights Consulting Inc..
How can I contact Christina K.?
You can use AeroLeads to view verified contact signals for Christina K. at Cantata Wealth, including work email, phone, and LinkedIn data when available.
What schools did Christina K. attend?
Christina K. holds Masters Of Management, Marketing & Finance from Northwestern University - Kellogg School Of Management.
What skills is Christina K. known for?
Christina K. is listed with skills including Product Marketing, Team Building, Strategic Partnerships, Public Speaking, Equestrian, Sales, Start Ups, and Business Development.
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