Krista Cavalieri

CFP®

Evolve Capital, LLC

Owner

I can work with clients anywhere!

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?

Hi, I am Krista Cavalieri.  I started Evolve Capital when I realized there was no way for young people (like me) to get good financial advice tailored to us. Not one size fits all financial products or minimums we can’t reach. Just because we are young doesn’t mean we should be ignored.

I have been in financial planning since 2010 and prior to that traded foreign exchange with UBS after graduating from Ohio State. I also hold the CERTIFIED FINANCIAL PLANNING designation.

From a personal side, I have three small children, who keep me up at night and tired on the weekends! Because of them, I am very passionate about educating our children about finances. Check out my Love Kids section to download some free fun activities for your little ones

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

The National Association of Personal Financial Advisors (NAPFA) is a 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 a 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.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

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