Precise Capital

Team Member

Cristiana Montiel

Cristiana Montiel

Business Coordinator

Cristiana Montiel is the business coordinator at Precise Capital, LLC. Her main responsibility is to ensure that new clients who come to Precise Capital are properly reviewed and processed for accuracy and completeness, and she also handles a variety of tasks related to client retention.

Cristiana began her career at Precise Capital in the marketing department in 2012, and later moved to the core of the company, where she remains today.

She holds an Associate’s Degree from Miami Dade College and has grown along with Precise Capital over the years. Cristiana takes pride in helping clients achieve their retirement goals.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Precise Capital. Precise Capital is a separate and unaffiliated entity from Simplicity Wealth.