Cristina Perez, CFP®
Empowering you to accomplish your financial goals confidently.
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Serving Clients Nationwide
Empowering you to accomplish your financial goals confidently.
Areas of Focus
- Cryptocurrency
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
- Women & Wealth
About Cristina Perez, CFP®
Hi, I'm Cristina Perez. For many years I’ve walked beside individuals and families navigating the complex world of finance—from the timeless principles of long-term investing at Vanguard and Fidelity, to the evolving frontiers of digital assets with Digital/Bitcoin IRA, and the human-centered strategies at Bayntree Wealth Advisors.Each step deepened my belief: wealth isn’t just numbers on a page—it’s a reflection of values, vision, and legacy.
At Mindful Millions Management, I serve as a trusted partner to high-net-worth individuals and families who are ready to organize their financial lives, coordinate their professional teams, and build a durable, long-term plan rooted in clarity.
With a unique blend of technical knowledge, emotional intelligence, and strategic foresight, I help clients align their wealth with what matters most—whether that’s protecting a legacy, empowering the next generation, or simply finding peace of mind in a complex financial world.
By leveraging modern technology and time-honored principles, I offer a client experience that is as efficient as it is meaningful—grounded in insight, elevated by trust.
➕ Learn More About Cristina Perez
Strong communities make for stronger economies, and when we invest in people, we invest in stability, growth, and shared success.
Since January of 2023, Cristina invests her time to support Arizona women as a member of the Fresh Start Women Auxiliary Board. Fresh Start’s work empowers women as they become the hero of their own story, providing wrap-around services and one-on-one support for every step of the journey forward. Access to education & career opportunities are imperative to empowering women and ensuring sustained self-sufficiency. Fresh Start’s emphasis on economic advancement allows women to set and achieve their individual career goals, helping them better financially support themselves and their families.
Cristina is a member of the CFP Board, the Financial Planning Association (FPA), Advisors Growing as a Community (AGC). She participates on the CFP board’s annual Scholarship Review Panel and enjoys mentoring the next generation of financial planners.
Cristina was in SheFi’s 4th cohort that educates women about the blockchain and digital asset industry. She is passionate about technological innovations and how it will improve the client and commerce experience.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Financial Planning Association
- The AGC
- Financial Planning Association
Primary Location
2801 E Camelback Rd Suite 200, Phoenix, AZ, United States, Arizona 85016
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary call to learn how we can partner together to organize and optimize your finances! I look forward to speaking with you.Offers Investment Management
Yes
About Mindful Millions Management
At Mindful Millions, we believe in helping people in four stages of their Financial Planning Journey:✔️ Awareness - Those that are getting started in the financial planning process and need to lay a solid cash flow, investment, tax, insurance and estate plan foundation to build sustainable wealth and achieve peace of mind today.
✔️ Growth - Clients who have built meaningful wealth and are needing to organize and optimize their existing financial plan, cash flow and investment strategies.
✔️ Abundance - Well established clients looking for advanced planning strategies and collaboration with various professionals.
✔️ Freedom - A virtual family office service for those needing complex planning, organization and collaboration to ensure strategies are implemented effectively and efficiently.
At Mindful Millions Management, we start by understanding your goals, values, and relationship with money. We assess your financial situation to ensure our recommendations align with your needs.
Your personalized plan puts you in control with a clear path forward. With a dedicated planner by your side, you’ll feel confident, supported, and empowered to reach your goals.
Education
California State University, Northridge, Bachelor’s Degree, Business Management
Hobbies and Interests
- Family
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Hispanic | Latino
- Intergenerational Families
- Living in Retirement
- Parents
- Single Women
- Women in Transition
- Women Professionals
- Young Families
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