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Kristina Cagle, CAIA

Senior Wealth Advisor

Kristina serves as a Senior Wealth Advisor at AlphaCore Wealth Advisory. Kristina has eight years of experience in comprehensive wealth management consulting with an expertise in alternative strategies. Prior to joining AlphaCore, Kristina was an investment consultant with Artivest in the Private Client Group, where she helped high net worth individuals and family offices integrate and diversify their portfolios with alternative investment strategies. Kristina has also worked in an investment advisory role with Fidelity Investments, helping individuals and families with comprehensive wealth planning, tailoring strategies based on her client’s unique situation, financial goals, and personal values. Outside of the office you’ll find Kristina hiking, paddle boarding, and involved in anything active. Kristina and her husband, Kevin, reside in Loomis, California.

Education and Accreditation
University of California at Santa Barbara, BA in Business Economics
Chartered Alternative Investment Analyst (CAIA)