Cristina Montenegro

Coming from humble beginnings, I know and understand the importance of financial freedom and the value of time to improve my family’s quality of life. This personal experience has driven my commitment to helping others achieve similar success. I joined Edward Jones because its resources and core values align with mine. This allows me to thrive professionally and serve my purpose, while balancing my role as a wife and mother to three energetic boys and our maltipoo. As a CERTIFIED FINANCIAL PLANNER® professional, I serve select individuals, families and business owners who seek professional comprehensive financial advice and guidance that goes beyond investments. By helping them manage their portfolios, it enables them to focus on the other important aspects of their lives. This helps simplify and enhance their quality of life.I dedicate some of my time to volunteering as a religious education catechist at Mary Immaculate Church, teaching young children about Catholic faith and helping to instill values and morals. I also provide financial guidance to underserved people in need. I've been in the financial services industry for over 15 years, committed to continuous learning, constantly learning new skills and staying current on latest developments in our industry. I maintain the following security registrations, licenses and designations. - CERTIFIED FINANCIAL PLANNER® certification- AAMS™ designation - CRPC™ designation- General Securities Representative (Series 7)- State Registered Agent (Series 63) - Uniform Investment Adviser Law Examination (Series 65)- Life and Health Insurance LicensesThrough personalized financial strategies, I help clients at every stage of life, whether planning for retirement, saving for education or protecting their family’s future. My goal is to make a meaningful difference in the lives of others, and I do so by thinking like my clients, not just about them.Our team strives to provide an ideal client experience tailored to each client's unique needs. We maintain open and transparent communication, respond promptly, and we are proactive and consistent in educating our clients about their options and reasoning behind our recommendations. I welcome the opportunity to build long-lasting relationships, get to know you, your investments and your financial goals.