Our Team
At Destefanis Financial Services our team of experienced financial advisors is committed to helping individuals, families, and businesses build secure financial futures. With a client-first approach, we offer personalized strategies tailored to your unique goals—whether you're planning for retirement, growing your investments, or managing risk. Backed by deep industry knowledge and a passion for empowering others, we’re here to guide you every step of the way.
John P. Destefanis, CFP
President & Financial Advisor
781-740-4229
About
John has been working with individuals and businesses for over thirty five years. He began his career in 1987 and has extensive personal and professional experience.
John is dedicated to fostering long-term relationships built on trust, transparency, and personalized service. He works closely with clients to identify their financial goals and actively involve them in the decision-making process. John is known for his ability to clearly and effectively communicate complex financial concepts, helping clients make informed decisions with confidence. Above all, he is consistently accessible and responsive, encouraging open communication and ongoing support. The customized financial strategies John develops serve as a comprehensive roadmap, guiding clients toward a more secure and confident financial future.
Education & Credentials
John holds a Bachelor of Science from Plymouth State University.
John holds the following certifications and licenses:
- Certified Financial Planner ® professional
- Series 7: General Securities Representative
- Series 63: Uniform Securities Agent
- Massachusetts Life, Accident & Health Insurance Producer
Professional Groups
John is a member of the Financial Services Institute (FSI).
Personal
John resides in the South Shore with his wife. He enjoys spending time with his four children and grandson. He is an avid boater and college football enthusiast.
Cristina M. Destefanis
Financial Advisor
781-740-4229
About
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 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.
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.
Education & Credentials
She holds a Bachelor of Science in Business Administration from Bryant University in Financial Services and minor in Legal Studies. 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.
Cristina holds the following 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
Professional Groups
Cristina is a current member of the Financial Planning Association (FPA) Massachusetts Chapter and The Financial Services Institute (FSI).
Personal
Cristina lives in Boston. She enjoys spending time with family and friends, traveling, boating and running.
John E. Destefanis, MBA
Financial Advisor
781-740-4229
About
John E. Destefanis joined the team in 2025. Prior to joining the firm, John worked at Providence Equity Partners in the Valuation and Strategic Analysis Group. There, he supported the firm’s quarterly valuations process and contributed to fund performance analysis, LP reporting, and fundraising initiatives. John is determined to help you reach your financial goals and objectives. He encourages clients and prospective clients to reach out to him at any time.
Education & Credentials
He holds a Bachelor of Science in Economics-Finance from Bentley University and an MBA in Finance from Bentley’s McCallum Graduate School of Business.
John holds the following licenses:
- Series 7: General Securities Representative
- Series 63: Uniform Securities Agent
- Series 65: Uniform Investment Advisor
- Massachusetts Life Insurance Producer
Personal
John lives in Boston, where he enjoys boating and spending time with family and friends. He is a Boston College High School and Bentley University football alum. A devoted Boston sports fan, he’s also passionate about college football in the fall.