Cristina Perez serves as a Financial Advisor for Bayntree Wealth Advisors. Cristina decided to pursue a career in financial planning because of her passion to help others achieve their life goals and feel financially secure. In addition, she is a Certified Financial Planner (CFP®), the standard of excellence in financial planning. Cristina is committed to providing clients with in-depth education, comprehensive planning, and ongoing support as their life goals and circumstances evolve.
Prior to Bayntree, Cristina worked at both Fidelity and Vanguard providing a world-class experience for high-net-worth individuals. Her desire to work in a more personal client environment is what brought her to Bayntree.
Cristina is a first-generation Mexican American and is passionate about giving back to the community through charity work and helping underrepresented minorities. Additionally, she was the Vice President of Professional Development for the Latino Business Association at Cal State Northridge, her alma mater, where she has since been a guest speaker and mentor for students who are looking to get into the finance industry.
Cristina was born and raised in Southern California in the greater LA area and moved to Scottsdale in 2018. She earned her bachelor’s degree in Business Management from California State University, Northridge. In her free time, Cristina enjoys spending time with her fiancé Travis, skiing, scuba diving, working out, going to concerts, and playing with her two German Shorthaired Pointers.