Krista Cavalieri

CFP®

Evolve Capital, LLC

Owner

Krista Cavalieri

CFP®

Evolve Capital, LLC

Owner

You need advice. Good advice. Tailored to you. Not one size fits all products or minimums you can't reach. Just because you are young doesn't mean you should be ignored. - Krista Cavalieri, CFP®

Fee-Only Financial Planner located in Columbus, OH and serving clients across the country

Krista Cavalieri is a Worthington, OH fee-only financial planner and owner of Evolve Capital.

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 Krista Cavalieri, a fee only Certified Financial Planner™, who understands what you are going through. Are you curious to Evolve?

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.

Krista Cavalieri is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

WHY EVOLVE?

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?

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Growing Families
  • Young Families
  • Sudden Money Situations
  • Novice Investors
  • Business Owners

Working Together

  • Complimentary Initial Consultation
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • In-Office Meetings

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Krista Cavalieri is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Krista Cavalieri is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Krista Cavalieri is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Krista Cavalieri

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • By Appointment
    Worthington, OH 43085

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser