Kristina Caragiulo's Location
Itasca, IL, US
Kristina Caragiulo's Work
- Wealth Advisor @ Balasa Dinverno Foltz LLC
- Senior Advisor @ Balasa Dinverno Foltz LLC
- Advisor @ Balasa Dinverno Foltz LLC
- Senior Planner @ Balasa Dinverno Foltz LLC
- Planner @ Balasa Dinverno Foltz LLC
- Financial Planning Associate @ Vantage Financial Partners Limited Inc.
- Financial Advisor Intern @ Edward Jones
- Intern @ New England Financial, A MetLife Company
Kristina Caragiulo's Education
- University of Illinois Urbana-Champaign
Bachelor of Science (B.S.) (Financial Planning)
2010 - 2013
Kristina Caragiulo's Skills
- Personal Financial Planning
- Financial Statements
- Tax Planning
- Estate Tax Planning
- Insurance Planning
- Retirement Planning
- Microsoft Excel
- Microsoft Word
- Junxure
- Outlook
Kristina Caragiulo's Summary
Kristina Caragiulo, based in Itasca, IL, US, is currently a Wealth Advisor at CI BDF Private Wealth, bringing experience from previous roles at CI BDF Private Wealth. Kristina Caragiulo holds a 2010 - 2013 Bachelor of Science (B.S.) in Financial Planning @ University of Illinois Urbana-Champaign. With a robust skill set that includes Personal Financial Planning, Financial Statements, Tax Planning, Estate Tax Planning, Insurance Planning and more, Kristina Caragiulo contributes valuable insights to the industry. Kristina Caragiulo has 1 email and 1 mobile phone number on RocketReach.
5 free lookups per month.
Not the Kristina Caragiulo you were looking for?
Find contact details for 700 million professionals.
Others Named Kristina Caragiulo
-
ViewKristina Caragiulo
Wealth Manager at Balasa Dinverno Foltz LLC
Chicago, Illinois, United States15 -
14
Top Balasa Dinverno Foltz LLC Employees
-
15+
-
32
-
43
-
32
-
31
-
11
-
14
-
54
-
32
-
32
-
22
-
25+
-
42
-
21
-
44
-
12
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
