Cristina Perez, Cfp®

Cristina Perez, Cfp® Email and Phone Number

Helping families and individuals align their spending & saving with their values. @ Mindful Millions
Cristina Perez, Cfp®'s Location
Phoenix, Arizona, United States, United States
About Cristina Perez, Cfp®

Gallup Top 5 STRENGTHS: Command. Communication. Input. Learner. Responsibility.

Cristina Perez, Cfp®'s Current Company Details
Mindful Millions

Mindful Millions

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Helping families and individuals align their spending & saving with their values.
Cristina Perez, Cfp® Work Experience Details
  • Mindful Millions
    Founder | Financial Coach
    Mindful Millions Feb 2024 - Present
    Phoenix, Az
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  • Nectarine
    Financial Advisor (Fee-Only)
    Nectarine May 2024 - Present
    Phoenix, Arizona, United States
    View
  • Bayntree Wealth Advisors
    Financial Advisor
    Bayntree Wealth Advisors Apr 2022 - Feb 2024
    Scottsdale, Arizona, United States
    View
  • Fidelity Investments
    Investment Consultant
    Fidelity Investments Nov 2021 - Apr 2022
    Scottsdale, Arizona, United States
    View
  • Fidelity Investments
    Planning Consultant
    Fidelity Investments Jul 2021 - Nov 2021
    Phoenix, Arizona, United States
    View
  • Fidelity Investments
    Team Financial Advisor
    Fidelity Investments Jan 2021 - Jul 2021
    Scottsdale, Arizona, United States
    View
  • Vanguard
    Ultra High Net Worth Client Consultant
    Vanguard Feb 2020 - Jan 2021
    Scottsdale, Az
    View
  • Vanguard
    High Net Worth Client Consultant
    Vanguard Aug 2018 - Feb 2020
    Scottsdale, Az
    View
  • Bitcoin Ira ∙ The World'S First & Largest Cryptocurrency Ira
    Marketing Specialist
    Bitcoin Ira ∙ The World'S First & Largest Cryptocurrency Ira Mar 2018 - Aug 2018
    Sherman Oaks, Ca
    View
  • Bitcoin
    Trading Specialist
    Bitcoin Jan 2018 - Mar 2018
    Sherman Oaks, Ca
    View

Cristina Perez, Cfp® Education Details

Frequently Asked Questions about Cristina Perez, Cfp®

What company does Cristina Perez, Cfp® work for?

Cristina Perez, Cfp® works for Mindful Millions

What is Cristina Perez, Cfp®'s role at the current company?

Cristina Perez, Cfp®'s current role is Helping families and individuals align their spending & saving with their values..

What schools did Cristina Perez, Cfp® attend?

Cristina Perez, Cfp® attended California State University-Northridge.

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