Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Partner
Park Avenue
Client Advisory
Cristina is a Partner in the New York office with more than ten years of experience managing client relationships and providing comprehensive wealth management to high-net-worth individuals and families.
Prior to joining Cerity Partners, Cristina was a Senior Vice President and Partner with EMM Wealth. She served as the Co-Head of the Wealth Advisory Group and on the firm’s investment committee. Her responsibilities included asset allocation, implementation of investment plans, cash flow management, financial planning, and monitoring of client portfolios.
Q:
What inspired you to pursue your career in financial management?
My family. My parents own a business on Long Island, which always spurred my interest in business and finance. College courses that focused on the markets were the most interesting to me. While many think it’s just math and logic, psychology (an interest of mine) is a much bigger factor.
Why is wealth management critical, especially today?
People have never been busier. Between families, careers, passion projects, etc. In our 24/7 culture, it’s impossible to focus on financial management and all of its facets with the amount of attention it deserves. We are here to be the specialists paying attention to the daily details so that clients can live their lives and focus on what’s most important to them.
What do you do in your personal life that helps you help your clients?
Reading: learning new things, thinking of different perspectives, understanding history Baking: it teaches precision, patience, and attention to detail Travel: understanding different cultures and points of view Skiing: keeping calm in a fast paced environment
What does the world need now more than anything?
Compassion and empathy. I try to always put myself in the other person’s shoes to understand their perspective before making assumptions.
Cristina Paul
Tax Strategies
Tough economic times often lead to a drop in charitable giving as individuals, families and businesses look for ways to save money and meet expenses. But it’s during these times that our gifts are needed the most.
Partner & Market Leader
Partner & Practice Leader
Associate
Principal
Senior Associate
Senior Principal
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
