Kristina Ventura – Client and Operations Director
Get to know Kristina:
Tell us a little about yourself that isn't financial services based!
As a California native I grew up exploring the state with my family. I learned to love the ocean, lakes, and all the natural beauty the state has to offer. I still love all the amazing vistas we have in our backyard, and love traveling to find new ones.
How long have you been with Peninsula Wealth? What attracted you to the firm in the first place?
I started working with Peninsula Wealth in 2011. I worked with Rahul and Tejal Shah at Merrill Lynch previously and heard they had started their own investment company. I met with them to discuss their ideas and commitment to their clients and I was sold! I joined the firm shortly afterward and have enjoyed my time here.
What is your favorite part of your job?
Our clients! I have met so many amazing people. I look forward to our client events when I get to see everyone and catch up.
What advice do you have for people who are considering financial planning services?
There are many things we could do for ourselves, but often do not have the time and/or expertise. For example, I can go to the gym and work out on my own but I will most likely have much better results with a trainer. The trainer has the knowledge to help me be successful, and more importantly will hold me accountable to my goals. I think financial planning often gets pushed to the side, folks think they can address it later but using an expert can really make a difference in your long term success.
What question do you always get asked in regards to financial management?
It is always the same, what stock should I buy?
What is the one principle you apply to your work at Peninsula Wealth?
Balance. It is important for me both personally and professionally. As a small team, it’s important for us to prioritize our clients but it is also important to find the right balance between working as a team and learning from one another and from our environment. I help bring balance to our team, and similarly to our clients.