As an international relations & business major, Krystine never expected to end up in finance. But after joining Raymond James – her first job out of college – at 22, she fell in love with financial planning and decided to pursue a career in advising.
Krystine earned her bachelor’s degree from American University in DC.
After graduation, she spent the next five years earning the appropriate securities licenses, the Accredited Asset Management Specialist™ designation and the Certified Financial Planner™ professional certification. She also earned her graduate degree from the University of Miami Herbert Business School, studying at night and on weekends while working full-time.
Now, as a senior financial planning consultant, Krystine speaks to clients every day, providing meaningful guidance and personalized strategies.
She particularly enjoys guiding families through life’s major transitions and preparing the next generation for wealth. Helping families talk about – and even bond over – money, can be difficult... but these meetings always have a transformative impact and never feel like work for Krystine.
She is also committed to advancing financial literacy and wellness in her community, which she believes is an indispensable skill in today's world.
Born and raised in Miami, Krystine is a first-generation American born to Cuban immigrants. She is passionate about seeing the world through travel and prefers to watch television in other languages. She’s also an avid tennis player, voracious reader, and proud cat mom to her beloved Yoshi.
DESIGNATIONS
- Certified Financial Planner™ professional
- This is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
- Accredited Asset Management Specialist™
- This professional designation program focuses on the personalized asset management and investment planning.
LICENSES
- Series 7
- Series 66
- Florida Life, Health and Variable Annuity
MEMBERSHIPS + BOARDS
- The Junior League of Miami
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.