Client and Operations Director, Peninsula Wealth
(a.k.a. Operations Maven)
Kristina Ventura has worked in the financial services industry since 1999. She was previously employed at Merrill Lynch on a team that specialized in servicing high net worth individuals. Her experience in the mortgage and insurance industries helped her develop a keen sense of business operations. At Peninsula Wealth, Kristina is the operations guru, responsible for overall office management, day-to-day operations, and administrative activities.
Kristina is a California girl. She loves catching sunsets at the beach and hiking the redwoods, but most of all, she likes immersing herself in the different cultures that make up her beautiful home state.
What do you love about the Bay Area?
“What amazes me is that you can see an idea go from conception to reality in a very short time. You actually get to see dreams come true! As a California native, it’s great to see that pioneering spirit carry on from generation to generation. ”
What is the one principle you apply to your work at Peninsula Wealth?
“Balance. It is important for me both personally and professionally. As a small team, it’s important for us to prioritize on our clients but it is also important to find the right balance between working as a team and learning from one another and from our environment. I help bring balance to our team, and similarly to our clients.”