Cristina Perez
MINDFUL MILLIONS MANAGEMENT PLLC
Phoenix, AZ 85016
Meet Cristina
Cristina brings a breadth of experience spanning from startups like BitcoinIRA, to industry leaders like Vanguard and Fidelity, and bespoke firms such as Bayntree Wealth Advisors. Each step in her career deepened her belief: Wealth is a reflection of values, vision, and legacy. With a unique blend of technical knowledge, emotional intelligence and strategic foresight, Cristina helps clients align their wealth and strategies with what matters most- personal values and goals. By leveraging modern technology and time-honored principles, Cristina offers a world-class client experience that is grounded in insight and elevated by trust. This is more than financial planning. This is how you find peace of mind.
How Cristina charges
.2% - 1%
$400
$150-$3000
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From the SEC record
Extracted from Cristina’s Form ADV filing.
Total clients
426
Average account size
$268,643.94
FORM ADV
FORM ADV
RELATIONSHIP SUMMARY
Note: These documents were automatically retrieved from the SEC website for transparency and verification purposes.
Verified fiduciary status
This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what is best for you.