Cristina Perez

NECTARINE

Phoenix, AZ

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CRD#: 7002700

Professional summary

Cristina Perez, CFP® is a registered financial advisor currently at NECTARINE located in Phoenix, Arizona and MINDFUL MILLIONS MANAGEMENT PLLC located in Phoenix, Arizona.

Cristina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cristina has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Cristina Perez investment-related private residence in Phoenix, AZ insurance Licensed Insurance Agent 10/01/2021 0 hours per month 0 hours during trading Licensed, but not actively selling insurance products. Cristina Perez investment-related Endeavor Advisors Remote paraplanning Independent Contractor (Para Planner) 01/2025 10 hours per week 10 hours during trading Provides comprehensive paraplanning services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cristina Perez'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: 2021

Experience

Current

April 19, 2024 - Present

NECTARINE

RIA

CRD#: 327155

Phoenix, AZ

Current

March 13, 2025 - Present

MINDFUL MILLIONS MANAGEMENT PLLC

RIA

CRD#: 334667

Phoenix, AZ

Past

May 18, 2022 - February 26, 2024

BAYNTREE WEALTH ADVISORS, LLC

RIA

CRD#: 226708

SCOTTSDALE, AZ

Past

March 12, 2021 - April 20, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SALT LAKE CITY, UT

Past

March 1, 2021 - April 13, 2022

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

PHOENIX, AZ

Past

December 2, 2019 - February 4, 2021

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

October 12, 2018 - February 4, 2021

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NECTARINE

NECTARINE | NECTARINE, INC. | NECTARINE FINANCIAL, INC.

CRD#: 327155 / SEC#: 801-128604

RIA

Registered Investment Advisory firm - (8/21/2023 Approved)

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

Arizona
(4/23/2024)

IAR

Texas
(4/19/2024)

IAR

Texas
(5/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/6/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/19/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/12/2018

General Securities Representative Examination

Current Firm

NECTARINE

NECTARINE | NECTARINE, INC. | NECTARINE FINANCIAL, INC.

CRD#: 327155 / SEC#: 801-128604

RIA

Registered Investment Advisory firm - (8/21/2023 Approved)

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Contact information

Main Address

1650 Garnet Avenue #1090, San Diego, CA 92109

Mailing Address

Phone number

(858) 779-0115

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-09-12 NECTARINE FORM ADV PART 2A (9/12/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Cristina Perez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cristina Perez's CRS (Customer Relationship Summary).

Certified licenses

Experience

MINDFUL MILLIONS MANAGEMENT PLLC

BAYNTREE WEALTH ADVISORS, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

NECTARINE

State Registrations and Notice Filings

Exams

Series 66

Date: 11/6/2019

Series 63

Date: 10/19/2018

SIE

Date: 10/13/2018

Series 7

Date: 10/12/2018

Current Firm

NECTARINE

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

NECTARINE

TRUST BUT VERIFY

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