Meet Cristina
Cristina is a Wealth Advisor on our team and enjoys meeting with clients, learning about what is going on in their lives, and helping them make decisions around retirement, cash flow, starting or selling a business and charitable planning.
A graduate of Oklahoma State University with a bachelor’s and master’s degree in Accounting with an emphasis in tax, she made a mid-life career change in 2020 to be able to spend more time partnering with clients to help them work toward achieving their financial goals. She spends her days proactively positioning our clients to implement the financial and tax strategies for their unique situation.
Evenings and weekends, you’ll probably find her outside, spending time with her family, practicing yoga or reading. She and her family also enjoy spikeball, pickleball, hiking, biking, and kayaking.
Qualifications
- 29 years financial industry experience
- 4 years with Gertsema Wealth
- BS in Accounting from Oklahoma State University
- MS in Accounting from Oklahoma State University
- CPA
- RICP®