Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Mindful Millions Management offers ongoing investment management services for clients with portfolios over $250,000. Hourly consultations are available for existing clients. Cristina Perez also works at Nectarine, offering one-hour fee-only planning sessions and eight-week engagements.
Areas of Practice
Advisor Information
Office location
1650 Garnet Avenue, #1090, San Diego, CA, 92109
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cristina is a licensed insurance agent since 2021, but is not actively selling insurance products. Cristina also works as an independent contractor providing paraplanning services, dedicating a few hours per week to this activity.