Kristina Ventura

Client Relationship Manager, Partner

San Francisco, California

Kristina Ventura is dedicated to elevating the client experience by consistently delivering professional services that surpass expectations. She believes in the importance of early and expert financial planning to ensure long-term success.
Since entering the financial services industry, Kristina honed her skills at Merrill Lynch and in the mortgage and insurance sectors. Most recently, she contributed to office and account management, compliance, and Pre-Sale research at Peninsula Wealth, LLC.
Kristina graduated with a B.A. in Political Science from San Diego State University.
A lifelong Californian, Kristina has a deep appreciation for the state's natural landscapes—from its oceans to its lakes. She continues to explore and enjoy California's scenic beauty and loves traveling to discover new vistas.