Cristina Destefanis

Financial Advisor



Cristina joined the team in 2014 but Destefanis Financial Services has been part of her life for as long as she can remember. She grew up watching this business evolve to what it is today and she feels fortunate and elated to continue to serve generations for years to come. Inspired by watching her father's passion for finance growing up she pursued an education in financial services. She received her Bachelors Degree of Science in Business Administration from Bryant University majoring in Financial Services and minoring in Legal Studies. She previously worked at John Hancock Investment Management as an Internal Business Consultant to financial advisors. During that time she worked specifically with mutual funds and asset allocation models.

Cristina is a current member of the Financial Planning Association (FPA) Massachusetts Chapter. She completed Bryant University's Executive Development Center Financial Planning certificate program. Bryant University's Certificate Program in Financial Planning provides the knowledge and expertise required to deliver full-service financial guidance. She is working towards her Certified Financial Planner™ Designation.

She is committed to being a trusted partner to her clients. Cristina is dedicated to providing superior service as well as helping you reach your financial goals and objectives. She encourages clients and prospective clients to reach out to her at any time. 

Cristina lives in Boston. She enjoys spending time with family and friends, traveling, boating and running.

Cristina's licenses:

  • Series 6: Investment Company and Variable Contracts
  • Series 7: General Securities Representative
  • Series 63: Uniform Securities Agent
  • Series 65: Uniform Investment Advisor
  • Series 24: General Securities Principal
  • Massachusetts life insurance producer 

John Destefanis, CFP

President & Financial Advisor



John been working with individuals and businesses in the area for over thirty years. He has extensive personal and professional experience. 

John is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with John is his ability to provide clear, easily understood explanations of financial products and services. Most importantly he is always readily accessible to his clients. He encourages and welcomes clients to contact him whenever necessary. The personalized program that John can provide is a roadmap to working toward a more secure financial future.

John resides in the South Shore. He enjoys spending time with his wife and four children, boating and attending his son's football games.

John's certification & licenses: 

  • Certified Financial Planner™ Designation
  • Series 7: General Securities Representative 
  • Series 63: Uniform Securities Agent 
  • Massachusetts Life, Accident & Health Insurance producer