Krista Cavalieri| CFP®
Evolve Capital, LLC
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Worthington, OH 43085
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Krista Cavalieri is a Columbus, OH Fee-Only Financial Planner serving clients across the country. Evolve Capital, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Krista Cavalieri is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Krista Cavalieri started her career in a large investment bank trading foreign exchange. After seeing the debacle of the financial crisis unfold she realized she knew very little about her own personal finances.
It was that experience coupled with a strong desire to move back home which prompted her to investigate a career in financial planning.
Krista Cavalieri started in the financial planning industry in 2010 and has seen the full range of what is out there. She realized rather quickly after working in a wirehouse, an insurance firm, and finally with a holistic financial planning firm just what kind of advisor she wanted to be.
After some time with her prior firm she realized her passion was to help her peers and younger generations. (Not really a popular idea in the traditional financial advising community.) It was through this passion that Evolve Capital was formed.
At Evolve Capital, we are planning for our generation. We are not your parent’s advisors. We see your potential. We harness your accomplishments to help you conquer life
At Evolve Capital, we are planning for our generation. We are not your parent's advisors. We see your potential. We harness your accomplishments to help you conquer life.
Work with a fee only Certified Financial Planner who understands what you are going through.
Are you curious to Evolve?