Cristina Guglielmetti, CFP® Future Perfect Planning, LLC

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About Cristina Guglielmetti, CFP®

I’m committed to showing young professionals how a partnership with an advisor can work for them, and how they have the tools and capability to take control of their finances. My aim is to educate, not just give advice or recommendations. Today’s new graduates and young professionals are facing a very different financial landscape from their parents – much higher student loan debt, a nonstop stream of financial news, the memory of a crisis many families haven’t quite bounced back from – and so need a different kind of advisor.

Financial planning is sometimes thought of as something you have to do yourself – because advisors are “only for the rich” – or conversely, something you give up control over because it’s so complicated you can’t possibly understand it. But I think there’s a better way – developing a relationship with someone committed to being your steward and coach as your financial life unfolds.

I’ve worked in the financial services industry since earning my bachelor’s degree in 1997, and in the investment management and financial planning industries since earning my MBA in 2005. I’ve seen the difference that applying sound financial principles can make in someone’s life, and I’m thrilled to be able to offer it to a broader range of clients.

When not helping clients, I enjoy exploring my hometown of Brooklyn, NY with my husband and son, training for half marathons, watching baseball, cooking, and trying to find time to read for fun.

 

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Couples/Partners
  • Gen X
  • Recent Graduates
  • Self-Employed Individuals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $200+/qtr
  • Flat Fee: $2000+/engagement
  • Hourly Fee: $172+/hr
  • Assets Under Management: 0.75%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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