Kristina Cagle, CAIA®

Senior Wealth Advisor

Principal
kcagle@alphacorewealth.com

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.

* Indicates a required field

I am interested in learning about the services of AlphaCore Wealth Advisory LLC, an SEC registered investment adviser. By submitting my name and phone number (which I intend and agree will constitute my electronic signature for the purpose of agreeing to this consent), I expressly consent to be contacted by AlphaCore by phone and/or email, even if the number I provide is on a Federal and/or a state "Do Not Call" list. I represent that I am authorized to provide this consent on behalf of the phone number provided and that such consent is given voluntarily. I understand that I am not required to enter into this consent as a condition of purchasing any property, goods, or services.

This consent is effective unless and until revoked by me, which may be done at any time by emailing compliance@alphacorewealth.com, by calling 858-875-4100, or by notifying the representative that calls you.

You may request a copy of this consent or our privacy policy to be emailed or mailed to you by contacting us. Click here to read AlphaCore's privacy policy.

This field is for validation purposes and should be left unchanged.