Christina Kramlich, CFP®, CAP®

Ensemble Work

I have worked in the financial services and startup industries for most of my career, starting in the 1990s after graduating from Columbia College in NY. I grew up in San Francisco—the center of the venture capital industry—and also a great place to spend time outdoors. I studied history and languages in college, and I began my career building relationships in the area of technology investment banking at Montgomery Securities in San Francisco.

I later earned my MBA (focused on Finance and Marketing) at the JL Kellogg School at Northwestern, where I participated in several clubs and activities such as the tech conference, the VC club, and Special K. I returned to the SF Bay Area to work in business development for a few early fintech and music software startups in the late 1990s-2000s. After a break to start a family, I returned to the early-stage fintech world by joining SoFi in 2012, when it was a very young company. During my six years at the company, I fundraised and helped launch and lead several business development initiatives, including SoFi Wealth (now called SoFi Invest). In 2018 I earned my CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation and joined an independent, fee-only financial planning firm based in Atlanta called Chicory Wealth. At Chicory, I honed my skills as a holistic financial planner and I also acquired the Chartered Advisor in Philanthropy^® (CAP^®) designation. I enjoy being a connector, a listener, and a problem solver and I’m excited to bring that skill set to Cantata Wealth as a Co-Founder and Senior Financial Advisor.

Solo Work

In financial planning, I’ve found a path that enables me to do meaningful work for my clients. I am excited to be part of another startup with the Cantata Wealth Team. I enjoy balancing my work with time spent with my family, even if it’s mainly as a chauffeur to school and sports, and pursuing outdoor activities such as trail riding, cycling and skiing. I am also a firm believer in giving back. I’m involved in a few non-profits and find it gratifying to serve them: Project Glimmer—where I serve as Board Chair and a member of the Executive Committee—is dedicated to serving at-risk girls and women through gifting and days of empowerment; and Marin Humane—where I serve on the Audit Committee—transforms lives through exceptional animal care, humane education, and advocacy.