Cristina Capone

Managing Director, Wealth Advisor

“Wealth is about being in a position to do the things that matter most to you. I believe that financial guidance should be clear, comprehensive and delivered with professional experience & integrity.”

Approach

Cristina and her team build and manage multi-generational investment strategies to support clients and their families. Clients rely on her for a variety of services including: 401(k) solutions, insurance, retirement planning, estate investment planning, educational savings, and personal/household investment strategies.

Education & Credentials

  • Cristina graduated from New York University, where she earned dual degrees in Finance and Economics from the Stern School of Business.
  • FINRA Series 7 & 66
  • Sports & Entertainment Accredited Wealth Management AdvisorTM

Experience

  • Wells Fargo Advisors (August 2014 – July 2025) – Financial Advisor / Senior Vice President – Investment Officer
  • Citibank, Operations & Technology (July 2010- July 2014) – Executive Reporting & Community Relations

Away From The Office

A former competitive gymnast, Cristina continues to prioritize health, fitness, and well-being as essential components of her personal motivation and success. She is an avid runner and a finisher of the 2023 Long Island Half Marathon. Cristina’s commitment to giving back includes supporting the Alzheimer’s Association through The Lokai Virtual Run for Hope, contributing to Feeding America’s COVID-19 response, and cycling in the Ovarian Cancer Research Alliance (OCRA) Heroes Ovarian Cycle. She also has a deep-rooted love for travel, having explored places like London, Morocco, Singapore, Ireland, and France—though Italy holds a special place in her heart. As much as she enjoys being abroad, some of her favorite moments are spent at home, preparing a thoughtful meal for hosting family and friends. In 2025, Cristina and her partner, Marcelino, adopted their first puppy, Tux—a lively and affectionate new addition to their home—marking the start of another joy-filled adventure: life as a dog mom.

Let’s have a thoughtful conversation to understand where you are, where you want to go and determine how we can move you forward with confidence.

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