Krista Cavalieri

CFP®

Evolve Capital

Owner & Lead Advisor

Krista Cavalieri

CFP®

Evolve Capital

Owner & Lead Advisor

Helping you conquer life! Join the evolution! - Krista Cavalieri, CFP®

Krista Cavalieri is a Worthington, OH financial advisor and investment manager. Evolve Capital specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Krista Cavalieri is a fiduciary financial planner.

Krista Cavalieri is the owner of Evolve Capital, a financial planning firm focusing on the next generation of young families and young professionals.

She started her career in a large investment bank trading foreign exchange. After seeing the debacle of the financial crisis unfold, she concluded she knew very little about her own personal finances. It was that realization, coupled with a strong desire to help others, that prompted her to investigate a career in financial planning.

Krista started in financial planning in 2010 and received her CFP® designation in 2013. Her career path through the industry – wirehouse, independent broker dealer, insurance company, and a small RIA – has allowed her to experience the full range of what is out there and helped hone her skillset and methodology. Ultimately, she realized her passion was to help her peers and younger generations through a subscription-based model. It was through this passion that Evolve Capital was formed. 

At Evolve Capital, we are planning for our generation. We are not your parent’s advisors. We see your potential. We harness your accomplishments to help you conquer life.

Krista Cavalieri's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

At Evolve Capital, we are planning for our generation. We are not your parent's advisors. We see your potential. We harness your accomplishments to help you conquer life.

Work with a fee only Certified Financial Planner who understands what you are going through.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning
  • Goal Prioritization
  • Budgeting

Ideal Clients

  • Young Families
  • Entrepreneurs & Business Owners
  • Sudden Money Situations
  • Young Professionals
  • Recent Grads

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Krista Cavalieri is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Krista Cavalieri is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Krista Cavalieri is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Krista Cavalieri

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