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.