portrait of Cristina Montenegro
FINANCIAL ADVISOR
CallSend Me a Message

About Cristina

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...

Focus Areas

  • Wealth Strategies
  • Divorce Finances
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • LGBTQ+ Finances

Work History

  • Edward JonesDecember 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of the City of ManilaBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Wine Collecting/Enthusiast
  • Music
  • Community Outreach

Team Members

  • Heather Gurrola
    Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More