- Sunstone Financial Group
Cristian Nicolescu, founder of Sunstone Financial Group, is dedicated to providing clients with an educational and empowering approach to retirement planning.
As a Certified Financial Fiduciary®, he upholds the highest standard of integrity and commitment to your financial well-being. His mission is to equip retirees and soon-to-be retirees with the knowledge and tools they need to take control of their financial future.
In the complex world of retirement planning, there are many factors at play, including market risks, tax rates, inflation, healthcare costs, and the need for long-term care. Cristian believes that by arming clients with education, he can help them navigate this multifaceted journey with confidence.
What sets Cristian apart is his ability to make a process that can initially seem overwhelming entirely understandable. He walks clients through a step-by-step process, breaking down complex concepts into manageable pieces. This approach ensures that you have certainty and can sleep better at night, knowing that you have a clear and actionable financial plan in place.
With over 15 years of industry experience, Cristian offers innovative strategies that mitigate risks and provide you with certainty and control over your financial future. His goal is to make the process of financial planning as painless as possible.
He is deeply committed to learning about your goals, establishing trust, and collaboratively crafting a plan that optimizes your wealth for retirement and beyond. Cristian considers it an honor to guide you on your financial journey, helping you achieve peace of mind and financial security.
LICENSES & ACCREDITATIONS
- Certified Financial Fiduciary®
- Life, Accident & Health Licensed
- Annuity & Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Income Planning
- Asset Maximization
- Wealth Protection
- Annuity Specialist