Welcome! My name is Cristina Peniche and I am enthusiastic about helping individuals organize, build, protect and transfer their wealth. As a financial advisor, I provide solutions to clients regarding financial strategies, investing and insurance. My process and resources allow me to partner with families and help them understand the following: Can you live the life you want to live at the level of risk you’re taking? If not, what do you need to do so? If those questions are on your mind, please reach out. I’m looking forward to connecting with you!

I am a native to Virginia. I attended Sweet Briar College and graduated in 2012 with a bachelor’s in liberal arts. I then went on to complete my master's in communication. In 2016, I joined the wealth management industry. After growing to love the process of helping clients move through various life transitions, I decided to move into the financial advisor role. In my free time, I am a wine enthusiast, playing with my cats or voraciously learning through literature. In addition, I am a respite foster care parent and host young girls in my home on the occasional weekend; I am also on the board of CASA in Virginia, a Junior League member, a member of the Lynchburg Regional Business Alliance and am active in alumnae events through my alma mater.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Divorce Finances
  • Retirement Income Strategies
  • New Investors

My Personal Interests

  • Animal Rescue
  • Personal Fitness
  • Reading
  • Traveling
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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