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Cristina T

Series 63, Series 66

St. Augustine, FL

Rockefeller Financial LLC

Cristina Tacettin is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Rockefeller Financial in 2022, she worked at Merrill for nine years. Outside of her advisory role, she works as a fashion stylist and consultant for Park Lane Jewelry and serves as an independent contractor for Chalk Couture LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment services and products.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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