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Cristina C

Series 66

Richmond, VA

Wealthcare Advisory Partners LLC

Cristina Caruso is a financial advisor at Wealthcare Advisory Partners LLC with 19 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 17 years before joining her current firm in 2022. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative and private placement investments using a goals-based planning approach supported by proprietary software and evidence-based investment strategies.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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