Coming from a background of humble beginnings, I know how important it is to strive for financial freedom and value time to improve my family’s quality of life. I joined Edward Jones because of its resources and its core values that helps me be successful in my career. It also allows me to have a true balance in serving my clients and fulfill my responsibility as a wife and a mother to three energetic boys and our maltipoo.
As a financial advisor, I serve select individuals, families and business owners who need professional help to make sure their investments are taken care of and well-managed because they have other important things to do and focus on. This helps simplify and enhance their quality of life.
I have a bachelor's degree in mass communications. I serve as a board member at Mary Immaculate Catholic School and PACCTX Chamber. I've been in the financial services industry for over 12 years and hold the following security registrations, licenses and designations.
- General Securities Representative (Series 7)
- State Registered Agent (Series 63)
- Uniform Investment Adviser Law Examination (Series 65)
- Life and Health
- AAMS® designation
- CRPC® designation
I do continuing education to make sure I am constantly learning new skills and stay current on latest developments in our industry.
We offer custom solutions to help meet the needs of every stage of your life. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of your loved ones, we can work together to develop specific strategies to help you achieve your goals and to help you save, grow and protect your finances.
My purpose is to make a meaningful difference in the lives of others. Clients are always on my mind and in my heart. As such, I strive to think like them, not just about them.
I welcome the opportunity to get to know you, your investments and current portfolio.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
Phone NumberCristina Montenegro at (972) 248-1547
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More