Kristina Cagle, CAIA®
Senior Wealth Advisor
Education & Accreditation
- University of California at Santa Barbara, BA in Business Economics
- Chartered Alternative Investment Analyst (CAIA)
Kristina Cagle is a Senior Wealth Advisor at AlphaCore Wealth Advisory. She has 10 years of experience in comprehensive wealth management, specializing in helping her clients achieve their financial goals by crafting customized investment portfolios that include both traditional and alternative investments. Kristina joined AlphaCore from Artivest, where she was a Senior Alternative Investment Consultant in the Private Client Group. At Artivest, she assisted high-net-worth families and family offices diversify their investment portfolios utilizing alternative strategies such as hedge funds, private equity, and real estate. 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.
Kristina has a passion for the outdoors, and loves to stay active running, hiking, and paddleboarding. Kristina and her husband Kevin reside in Loomis, California.