"I thrive on building meaningful relationships and working alongside mission-driven colleagues who also share my commitment to making a difference in clients’ lives. I take great pride in delivering customer service that goes above and beyond expectations, and it’s the appreciation I hear from clients is what truly motivates me."
Lissette Cristol is a Client Service Representative at Mission Wealth, servicing clients in San Francisco, California, and the surrounding Bay Area. She collaborates closely with her team of Wealth Advisors to ensure that clients receive prompt and efficient service. Lissette's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Lissette plays a crucial role in the success of Mission Wealth.
Lissette genuinely loves and enjoys helping others and finding ways to make their lives easier. Supporting both clients and advisers through thoughtful service and efficient processes brings her a sense of purpose and fulfillment. There’s nothing more rewarding than knowing she made someone’s day smoother.
Learn About Lissette Cristol
Professional Background
Before joining Mission Wealth, Lissette began her career in finance with an internship at Ameriprise Financial, where she gained early experience in client service and financial planning. She then transitioned into corporate retail, working in Licensing Finance before moving into Inventory Planning and Buying for several well-known Bay Area companies. Most recently, Lissette has combined her passion for finance and client service in her role at Hamilton Walker Advisers, where she supports operations and delivers high-touch service to clients. Her diverse background brings a unique blend of analytical skill, operational efficiency, and client-focused care to every role she takes on.
Personal Pursuits
When Lissette isn’t solving challenges and helping others reach their goals, you’ll likely find her strolling the streets of San Francisco with her husband and son, burrito in hand from El Farolito. A passionate traveler, she loves exploring new countries and cities, always on the lookout for her next adventure. At home, Lissette finds joy in the kitchen- whether she’s cooking weeknight dinners, firing up the BBQ, or experimenting with new recipes. She also stays active through heated yoga classes and energizing rides on her Peloton, all of which bring her a deep sense of happiness and balance.
Community Impact
Lissette is deeply committed to giving back and creating meaningful community impact. She co-founded a 501(c)(3) nonprofit dedicated to supporting individuals in need in Nicaragua, an experience that sparked her lifelong dedication to service. Whether volunteering at local food banks or rolling up her sleeves with the Golden Gate National Parks Conservancy, Lissette believes in making a difference through hands-on action and heart-driven initiatives.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.