Virg Cristobal, CFP®
Principal & Chief Advisor
As Principal and Chief Advisor, I specialize in working with talented, highly-sought-after Creatives and Executives in Technology, who have a desire to “get it right” the first time, and value the flexibility in their career and their family, so that they can move forward with confidence no matter what direction their career and life takes.
Our service offering is to be your Chief Advisor, when it comes to anything that impacts your financial situation: job/career changes, marriages/divorces, sale of a business, major buying or selling decisions, health changes, your children, and your future. Our team reads and reviews your Wills and Trusts, tax returns, and financial documents to identify any opportunities that may help improve your financial position. Our experience has shown that our clients get the best result, and frankly, we do our best work, when they have a partner who can help manage their entire financial life, not just a portion of it.
Education
- B.S. in Electrical Engineering and Computer Science, U.C. Berkeley
- St. Ignatius College Preparatory
Awards & Recognition
- "Planner of the Year" and "Leading Producer" (2013–2015) via Sagemark/Lincoln Financial Advisors
- M&A Advisor Recognition Award finalist (2012), West Region, 40 Under 40 category
Community Involvement
- Professional Advisors Council, San Francisco Foundation (2017–2021)
- Board Director, California Alumni Association, U.C. Berkeley (2014–2018)
Outside the office: He enjoys traveling, sports, and spending time with family and friends. He comes from a close-knit family and values the importance of family relationships within the practice. His devotion to friends and family extends to our clientele.
