Cristina Paul, CFP®

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.

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.

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

Compassion and empathy. I try to always put myself in the other person’s shoes to understand their perspective before making assumptions.