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Christina Noelle Kramlich

Christina N. Kramlich

CANTATA WEALTH MANAGEMENT
PETALUMA, CA
Some features on this profile are disabled
CRD#: 6014754
Christina Noelle Kramlich

Professional summary

Christina Noelle Kramlich, CFP®, who also goes by Christina Noelle Kramlich Bowie, is a registered financial advisor currently at CANTATA WEALTH MANAGEMENT, LLC located in Petaluma, California.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Christina has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 62 and Series 24 exams.

Biography

Christina received her MBA focused on Finance and Marketing from the Kellogg School of Management at Northwestern University, and her BA in History from Columbia University. In addition to being a member of NAFPA, Christina is a member of the Financial Planning Association. Christina serves on the board of Project Glimmer, a San Francisco based non-profit organization dedicated to supporting at-risk girls and women nationwide through gifting and days of empowerment. In addition, Christina is a member of the Kellogg Alumni Council at Northwestern University and serves on the Audit Committee for Marin Humane. She lives in Petaluma with her husband and two children, and enjoys travel, cooking, and outdoor adventures in her spare time.
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Estate Planning
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Estate & Generational Planning...
Financial Psychology/Coaching
High Net Worth Client Needs
Socially Responsible Investmen...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Christina Noelle Kramlich Bowie

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Noelle Kramlich's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

August 30, 2024 - Present

CANTATA WEALTH MANAGEMENT, LLC

RIA
CRD#: 332526
PETALUMA, CA
Past

October 16, 2019 - August 30, 2024

CHICORY WEALTH

RIA
CRD#: 290887
DECATUR, GA
Past

November 14, 2018 - July 22, 2019

PARKSIDE ADVISORS LLC

RIA
CRD#: 125553
Petaluma, CA
Past

July 16, 2015 - July 12, 2018

SOFI WEALTH LLC

RIA
CRD#: 167958
SAN FRANCISCO, CA
Past

March 28, 2012 - March 29, 2018

SOFI SECURITIES LLC

BD
CRD#: 151717
SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/30/2024)
IAR
Louisiana
(1/16/2025)
IAR
North Carolina
(10/22/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/1/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/13/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/29/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 3/27/2012
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/21/2016
General Securities Principal Examination

Current Firm

CW
CANTATA WEALTH MANAGEMENT, LLC
CANTATA WEALTH | WELLTRUIST CAPITAL MANAGEMENT, LLC | CANTATA WEALTH MANAGEMENT, LLC

CRD#: 332526 / SEC#: 801-130950

RIA
Registered Investment Advisory firm - (8/30/2024 120-Day Approval)
California
Registered Investment Advisory firm - (3/25/2025 Approved)
Florida
Registered Investment Advisory firm - (3/24/2025 Approved)
Louisiana
Registered Investment Advisory firm - (1/16/2025 Approved)
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Contact information

Main Address
2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134
Mailing Address
Phone number
(844) 226-8282
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CANTATA WEALTH DISCLOSURE BROCHURE (7/28/2025)

Regulatory assets under management

Total Number of Accounts80
AUM (Assets Under Management)$ 65,654,203

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CANTATA WEALTH MANAGEMENT, LLC

CRD#: 332526Petaluma, CA

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Contact information

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