“Realizing the tremendous value that financial planning provides, I’m passionate about helping clients navigate important questions and concerns in various stages of their lives.”
Kristina Mello, Senior Financial Advisor, also serves as Director of Financial Planning for StrategicPoint Investment Advisors, working closely with our team to help deliver tailored strategies to our clients’ ever changing needs. Kristina specializes in women’s planning issues and retirement decision making, and is a member of StrategicPoint’s Portfolio Management Committee, which directs the firm’s investment strategies. She is responsible for building client relationships and delivering the highest standard of wealth management while facilitating client service needs.
Prior to joining StrategicPoint, Kristina held various roles at J.P. Morgan, Bank of America and Merrill Lynch, including client service and operations, credit and lending, and practice management.
Kristina graduated from Emmanuel College in 2007 with a double B.A. in Spanish & Global Studies and obtained her Global MBA from Suffolk University in 2016. She holds the FINRA Series 66 license as well as RI & MA Life and Health Insurance Producers Licenses. She has had the opportunity to travel around the world, for both personal & academic growth. In her spare time, she enjoys traveling, dancing, and spending time with family & friends.