Cristina Guglielmetti, CFP®
Take the guesswork out of your financial future.
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Serving Clients Nationwide
Take the guesswork out of your financial future.
Areas of Focus
- Family and Money
- Financial Life Planning
- Investment Management
- Retirement Planning
About Cristina Guglielmetti, CFP®
Hi, I'm Cristina Guglielmetti. I’m an independent, fee-only, fiduciary financial planner based in Brooklyn, NY. I create holistic, forward-thinking financial plans that balance your current needs and future goals, and serve as a framework for life decisions.I’ve been involved in the financial services industry since 1997, and performing investment management and financial planning since 2005. I earned the CFP® designation in 2010, and have been helping clients manage their financial lives ever since. In 2015, I launched my own fee only, independent financial planning practice, called Future Perfect Planning.
Financial planning is sometimes thought of as a luxury—out or reach for many—or as a complicated web of opaque fees, high minimums, and aggressive sales tactics. However, I believe everyone should have access to trustworthy, sound advice tailored to their needs with no asset or income minimums. I provide straightforward advice in a flexible structure that fits your life and establishes a partnership to last for years to come. My aim is to educate, not just give advice or recommendations. I’m committed to showing how working with an advisor can benefit you, and how you have the tools and capability to take control of their finances.
I'm a native of Brooklyn, NY, where I still live. When I'm not helping clients, I enjoy running, reading, learning, being an active volunteer in my community and especially spending time with my husband and son.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Fee Only Network
Primary Location
Brooklyn, NY
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Offers Advice-Only Services
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Package Offers
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Future Perfect Planning, LLC
I am an independent fiduciary financial planner who works entirely on a fee-only basis (my fees are transparent, disclosed, and earned only from my clients). As an independent, fee-only fiduciary, I am free to recommend any product or strategy to fit your unique goals. I don't sell products and don't receive commissions for anything that I do recommend. I uphold this standard without exception.I believe that everyone should have access to trustworthy, sound advice tailored to their needs.
WHAT I BELIEVE:
✅ Good financial planning goes far beyond investments. Your financial goals must align with your life goals—our work together will explore both.
✅ Breaking down secrecy around money will lead to more resilience in our own lives and in our communities.
✅ Simple isn’t always easy: I will be your resource to keep you on track when you’re tempted to abandon the strategy.
✔️ The First Step: Laying the Groundwork with a Comprehensive Financial Plan
This is a thorough review of all facets of your financial life, from cash flow to investments to taxes, to overall organization. In addition, you’ll receive 4-6 focused strategy meetings during which we’ll explore your goals for your future, and establish the steps needed to get there.
✔️ The Second Step: Staying on Track
Financial planning is an ongoing process, and it’s important to monitor and update the plan periodically as your situation changes, or to help make decisions. Once your initial plan is complete, we will discuss the level of continued involvement that feels right to you.
Education
Baruch College, MBA Finance, New York University Certificate of Financial Planning, Financial Planning
What We Offer
Hobbies and Interests
- Family
- Reading
- Running
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- College Graduates
- Corporate Executives
- Dual Income Family
- Gen X
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