Meet Cristina
Cristina is a Wealth Advisor based in New York City. She joined Mercer Advisors as a Wealth Advisor after serving as an Associate at Mariner which acquired her previous firm, Taurus Asset Management, where she served since 2020. Prior, she spent five years as Investment Advisor at J.P. Morgan Private Bank. Cristina began her career at Macquarie Group in 2010. Cristina is a CERTIFIED FINANCIAL PLANNER® professional, driven to have meaningful impact on her clients’ and their loved ones’ financial lives. She earned a B.A. degree in psychology from Drew University.
Cristina’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Cristina has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Supporting professional athletes in building lasting wealth from short, high-earning careers, including through NIL (Name, Image, Likeness)
- Multi-generational planning that aligns with your values and minimizes tax impact; specializes in working with clients who have dual nationalities like Canada and India, and generational wealth issues they encounter
Her working style
Cristina’s style is collaborative, structured, and detail oriented. She likes to take the time to understand the full picture — goals, risks and trade-offs — before forming recommendations. She strives to bring both clarity and perspective so clients feel supported and confident in their plan, which ultimately builds trust for productive, long-lasting relationships.
Cristina in real life
Favorite thing about where you live?
I live in Monmouth County, New Jersey. I love the best of both worlds, having the beautiful N.J. beaches a stone’s throw away, diverse local towns with many family-owned businesses that I love supporting, and a quick train ride to Manhattan to embrace the city’s culture and fine dining experiences.
Any words you try to live by?
Character is your greatest asset.
Why do you like working at Mercer Advisors?
I was drawn to Mercer Advisors for its dedicated, personalized approach to comprehensive planning — with the belief that the most effective financial plans are built through collaboration and a deep understanding of what matters most to the client and their family.
Cristina’s snapshots
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