Kristina Sabbatini is a Sr. Wealth Manager located in the Bay Area, California.  Kristina comes from a family of business owners. She grew up learning that there is no one-size-fits-all for business owners.  Her interest expanded into business, entrepreneurship, and the investment industry. Kristina has earned a BA in Finance from San Diego State University, with international business negotiation studies at University of Barcelona in Spain. Kristina now holds Series 7 and Series 66 licenses, and is Life Insurance Licensed in many states.  Kristina is working towards the goal of CFP licensing.

After nearly a decade in the wealth management industry, Kristina specializes in helping business owners and tech professionals confidently navigate their wealth. With a deep understanding of the challenges entrepreneurs face and the complexities of equity-based compensation, Kristina provides personalized financial planning and tax efficient strategies designed to help clients grow, protect, and transition their wealth. Kristina works closely with business owners on liquidity, tax savings strategies, and long-term investment management while also guiding tech employees through the nuances of stock options, RSUs, and concentrated stock positions. By integrating financial planning with proactive tax strategies, Kristina helps clients make informed decisions that align their professional success and personal goals.

As a Bay Area native, Kristina enjoys the outdoors and wide-open spaces with her husband and daughter.  Kristina values the balance that nature brings: a perspective carried into her approach to financial planning: helping clients build lives as fulfilling as the landscapes they love to explore.