Christina Kramlich has been Partner of Cantata Wealth Management since May 2024, is not listed as a control person, but directly owns between 10% and 25% of the firm. Christina Kramlich holds an MBA from Kellogg School of Management, Northwestern University.
Cantata Wealth Management, LLC is a Coral Gables, FL firm with $101M under management, 30 clients and 3 advisers across 5 offices, as of its August 2026 filing.
Christina Kramlich is Co-Founder and Senior Financial Advisor of Cantata Wealth. Kramlich began a career in technology investment banking at Montgomery Securities in San Francisco, and joined SoFi in 2012, where over six years Kramlich helped launch and lead business development initiatives, including SoFi Wealth. In 2018 Kramlich joined Chicory Wealth, a financial planning firm based in Atlanta.
Christina Kramlich’s longest registration was 4 years at Chicory Wealth (2019–2024). Before joining Cantata Wealth Management in 2024, Christina Kramlich was registered through Chicory Wealth and Parkside Advisors LLC.
- – present · 2 yearsPetaluma, CA · Adviser representative · Firm CRD 332526
- Chicory Wealth– · 4 yearsDecatur, GA · Adviser representative · Firm CRD 290887
- Parkside Advisors LLC– · under a yearPetaluma, CA · Adviser representative · Firm CRD 125553
- Sofi Wealth LLC– · 2 yearsSan Francisco, CA · Adviser representative · Firm CRD 167958
Professional designations
Listed by Cantata Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Advisor in Philanthropy® (CAP®)
Investment adviser representative registrations
Christina Kramlich is registered as an investment adviser representative in 3 states. The first approvals date from August 2024; the most recent is North Carolina, in October 2025.
- CaliforniaSince 30 August 2024
- LouisianaSince 16 January 2025
- North CarolinaSince 22 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 21 December 2016 |
| Series 66 | Uniform Combined State Law Examination | 1 July 2015 |
| Series 7 | General Securities Representative Examination | 18 November 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 April 2012 |
| Series 62 | Corporate Securities Limited Representative Examination | 27 March 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Corporate Securities Limited Representative Examination
- Full name
- Christina Noelle Kramlich
- CRD
- 6014754
- Firm
- Cantata Wealth Management · CRD 332526
- Role
- Partner
- Office
- Petaluma, CA
- Registration
- Investment adviser registration
- In the industry since
- October 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cantatawealth.com
Where does Christina Kramlich work?
Christina Kramlich has been Partner of Cantata Wealth Management, LLC since May 2024.
Is Christina Kramlich a financial advisor?
Yes. Christina Kramlich has a current investment-adviser registration in California, Louisiana and North Carolina, through Cantata Wealth Management since August 2024.
How many years of experience does Christina Kramlich have?
Christina Kramlich has 14 years in the financial industry, since October 2012, across 4 adviser firms.
What exams has Christina Kramlich passed?
Christina Kramlich has passed 5 licensing exams: the Series 62, Series 63, Series 7, Series 66 and Series 24. The earliest, the Series 62, was passed in March 2012. FINRA credited Christina Kramlich with the SIE, which began in October 2018.
Where did Christina Kramlich work before Cantata Wealth Management?
Before Cantata Wealth Management, Christina Kramlich was registered through Chicory Wealth, October 2019 to August 2024; Parkside Advisors LLC, November 2018 to July 2019; Sofi Wealth LLC, July 2015 to July 2018.
Where is Christina Kramlich based?
Christina Kramlich’s registered office is in Petaluma, CA.
Is Christina Kramlich registered with FINRA?
No. Christina Kramlich has no current broker registration.
Is Christina Kramlich a CFP?
Cantata Wealth Management lists Christina Kramlich with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Christina Kramlich’s record?
Search CRD 6014754 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christina Kramlich’s full registration record.
