Cristina Margherita Guglielmetti
Investment adviser representative at Future Perfect Planning, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$44.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Future Perfect Planning, LLCJan 2016 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Future Perfect Planning, LLC
$44.5MAssets managed
42Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2912002
- Firm CRD
- 173765