FUTURE PERFECT PLANNING, LLC
SEC RegisteredPlanning for the things that matter
About the firm
Future Perfect is a financial planning firm led by Cristina Guglielmetti, CFP®, offering holistic, forward-thinking financial plans that balance current needs and future goals. The firm serves mid-career professionals and helps clients build proactive financial systems they can use and adjust over time.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Holistic financial planning including projecting savings into retirement, determining insurance needs, and understanding the tax impact on overall financial picture.
Who they serve
Mid-career professionals; an engaged, diverse set of folks from all walks of life, including those facing decisions about major purchases, career shifts, lifestyle changes, retirement planning, children's futures, and aging parents.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 42 | $44M |
63 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FUTURE PERFECT PLANNING, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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