Helping You Achieve Financial Freedom
Because this world can be an intimidating place.
“Financial wellness starts when all aspects of your financial life are working in unisom for your biggest benefit, greatest good, and richest life.”
—Kristina Sabbatini
Because you deserve to have a strong financial future.
Financial Planning
I will guide you through our step-by-step process to help you create and execute customized plans to achieve financial independence.
Investment Management
I will help guide you through your life transitions and create strategies that are tailored to your needs and goals.
Speaking
I strive to build long-lasting relationships with our clients, offering education and guidance.
Meet Your Future Financial Advisor & Wealth Manager
Kristina Sabbatini
My love for the investment world stemmed from an early age.
When I was at the young age of six, I remember my parents giving me the choice of putting my gifted holiday money from relatives into a savings account or buying a toy of choice. I chose my savings account every time. I would walk into the bank with my mom, grab a bag of popcorn at the popcorn machine and walk up to the bank teller and have them print out my balance.
When I turned 18 and was earning an income, I made an appointment with the nearest financial advisor to open my first investment accounts.
Those small lessons sparked my interest in the financial world because I knew it ultimately gave me opportunity, freedom, and choice. My passion is in helping clients enhance their financial future so they can create the opportunities, freedom, and choice within their own lives. The financial world can be an intimidating place, thus bringing empathy, education and expertise into my work is important.
I am a registered investment adviser representative and wealth manager. I hold a Series 7 and 66 license, along with a B.S. in Finance from San Diego State University. I furthered my studies at University of Barcelona studying Business Negotiation.
In my free time you can find me studying for my CFP designation and spending time outdoors with my husband Ryan. I am passionate about what I do and on a mission to see my client’s goal reached.
