PROVIDENCE, Rhode Island (April 24, 2023) – StrategicPoint Investment Advisors, a wealth management firm focused on building long-term relationships with individuals and families, is pleased to announce that Kristina Mello has been named Director of Financial Planning and Senior Financial Advisor.
“I am deeply honored for this promotion and the recognition of my efforts on behalf of our valued clients,” Mello said. “I want to thank our entire team of dedicated advisors and staff who have been critical to my success and our success as a firm. I’m excited to begin this new chapter of my time with StrategicPoint.”
The promotion of Ms. Mello is another example of StrategicPoint’s continuous investment in talent development and focus on improving client services.
“Kristina’s promotion is a natural step in advancing her career here at StrategicPoint. She is a crucial employee for StrategicPoint and her ability to provide the level of care and detail with each client she advises demonstrates the passion with which she approaches her profession.” said Managing Partner Rick Anzelone. “Kristina is a dedicated advisor who is hardworking, reliable, efficient and effective. Her future with our company is bright, and her promotion well deserved.”
In this capacity, Kristina will not only continue to serve as a financial advisor for clients, but she will now lead the Financial Planning team and help oversee the development of clients’ financial plans for StrategicPoint.
Since joining the firm in 2018 as Financial Planner and Advisor, Ms. Mello has provided financial planning and investment advice to new and existing clients. She quickly excelled in her ability to advise clients and help them understand how decisions made today will impact financial opportunities for tomorrow in her presentation of financial plans. She will continue to advise clients on a broad range of topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, investments and retirement planning.
Kristina holds the FINRA Series 66 license as well as Rhode Island and Massachusetts Life and Health Insurance Producers Licenses. She obtained her Global MBA from Suffolk University.
About StrategicPoint Investment Advisors
StrategicPoint is a wealth management firm, focused on building long-term relationships with individuals and families. Since its start in 1992 the firm’s goal has been to provide personally tailored advice, while acting in their clients’ best interest. Their holistic approach integrates investments with financial planning techniques to help guide clients towards financial independence. You can follow the latest StrategicPoint thinking through their weekly e-mails, podcast and blog postings covering timely and relevant investment management and financial planning topics at www.strategicpoint.com. Certain statements contained herein may be statements of future expectations and other forward-looking statements that are based on SPIA’s current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. In addition to statements which are forward-looking by reason of context, the words “may, will, should, expects, plans, intends, anticipates, believes, estimates, predicts, potential, or continue” and similar expressions identify forward-looking statements. Forward-looking statements necessarily involve risks and uncertainties, and undue reliance should not be placed on them. There can be no assurance that forward-looking statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. SPIA assumes no obligation to update any forward-looking information contained herein.