Founder | Financial Coach
Current
Feb 2024 - Present
AeroLeads people directory · profile
Cristina Perez, Cfp® Email & Phone Number
Helping families and individuals align their spending & saving with their values.
at
Mindful Millions
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Helping families and individuals align their spending & saving with their values.
Location
Phoenix, Arizona, United States
Who is Cristina Perez, Cfp®? Overview
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Quick answer
Cristina Perez, Cfp® is listed as Helping families and individuals align their spending & saving with their values. at Mindful Millions, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Cristina Perez, Cfp®.
Cristina Perez, Cfp® previously worked as Founder | Financial Coach at Mindful Millions and Financial Advisor (Fee-only) at Nectarine. Cristina Perez, Cfp® holds Bachelor’S Degree, Business Management from California State University-Northridge.
Company email context
Email format at Mindful Millions
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Mindful Millions
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Profile bio
About Cristina Perez, Cfp®
Gallup Top 5 STRENGTHS: Command. Communication. Input. Learner. Responsibility.
Current workplace
Cristina Perez, Cfp®'s current company
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10 roles
Cristina Perez, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor (Fee-Only)
Current
May 2024 - Present
Financial Advisor
Apr 2022 - Feb 2024
Investment Consultant
Nov 2021 - Apr 2022
Planning Consultant
Jul 2021 - Nov 2021
Team Financial Advisor
Jan 2021 - Jul 2021
Ultra High Net Worth Client Consultant
Feb 2020 - Jan 2021
High Net Worth Client Consultant
Aug 2018 - Feb 2020
Marketing Specialist
Mar 2018 - Aug 2018
Trading Specialist
Jan 2018 - Mar 2018
1 education record
Cristina Perez, Cfp® education
FAQ
Frequently asked questions about Cristina Perez, Cfp®
Quick answers generated from the profile data available on this page.
What company does Cristina Perez, Cfp® work for?
Cristina Perez, Cfp® works for Mindful Millions.
What is Cristina Perez, Cfp®'s role at Mindful Millions?
Cristina Perez, Cfp® is listed as Helping families and individuals align their spending & saving with their values. at Mindful Millions.
Where is Cristina Perez, Cfp® based?
Cristina Perez, Cfp® is based in Phoenix, Arizona, United States while working with Mindful Millions.
What companies has Cristina Perez, Cfp® worked for?
Cristina Perez, Cfp® has worked for Mindful Millions, Nectarine, Bayntree Wealth Advisors, Fidelity Investments, and Vanguard.
How can I contact Cristina Perez, Cfp®?
You can use AeroLeads to view verified contact signals for Cristina Perez, Cfp® at Mindful Millions, including work email, phone, and LinkedIn data when available.
What schools did Cristina Perez, Cfp® attend?
Cristina Perez, Cfp® holds Bachelor’S Degree, Business Management from California State University-Northridge.
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