CRISTINA ROSALES

CLIENT SERVICE OPERATIONS ANALYST

Cristina Rosales joined Ohana Advisors in 2025 as a Client Service Operations Analyst, bringing 27 years of wealth management experience to the firm. Prior to joining Ohana, she supported advisory teams throughout San Francisco and Marin County, serving high-net-worth clients and partnering closely with back-office operations teams.

Early in her career, Cristina discovered she loved client service and building long-term relationships — an aspect of the work that has shaped her path ever since and is a key reason she has continued to focus on client service roles across the firms she has supported. She began in the industry at a boutique investment advisory firm in Tiburon, California, where the small-office environment allowed her to wear many hats and confirmed her interest in wealth management.

Cristina earned a B.A. in Consumer and Family Studies, from San Francisco State University.

Cristina currently resides in Sonoma County with her husband, their three daughters, and their dog, Molly. Outside of work, her weekends are often spent on the soccer field, camping, and enjoying time with extended family.