Cristina Guglielmetti, CFP, founded Future Perfect Planning, a fee-only, fiduciary firm based in Brooklyn, New York, that serves clients nationwide with no asset or income minimums. She has worked in financial services since 1997 and in planning and investment management since 2005, earning her CFP in 2010. She also holds the Enrolled Agent credential and an MBA. Guglielmetti builds holistic plans that balance current needs with future goals and serve as a framework for everyday decisions. Her view is that trustworthy advice should be available to people at any stage, not only those with large portfolios. The firm is a member of NAPFA and the XY Planning Network and charges fee-only rates, keeping its guidance free of product-sales conflicts. A lifelong Brooklyn resident, she works with clients across the country.
Fee-Only
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