To My Dear Clients…
I LOVE what I do.
My decision to step away from a nearly 22-year career in the financial planning industry did not come lightly.
For over two decades, I helped people plan for and achieve their dreams and goals—this was more than a job or just work, it has been part of my identity, my purpose, and my calling.
The relationships built throughout this journey have shaped my life in ways I will never fully be able to express. I celebrated with clients as they achieved life’s greatest milestones, I cried and hugged clients as they lost loves ones, sometimes in the most sudden and tragic ways. The lessons I learned will stay with me forever.
This work was never just about building wealth. It was about helping people build the lives they wanted.
As I step into a new season, I wanted to share the note I sent my clients—both as a reflection on where I’ve been, and as a reminder that endings can also create space for growth, healing, purpose, and new beginnings.
To My Dear Clients,
There are few privileges in life as meaningful as the one you have given me.
After nearly 22 extraordinary years, I share with you—gratefully and reflectively—that I am stepping away from my role at ClariVise Private Wealth, effective June 5th, 2026.
From the very beginning, when I entered this industry at 21 years old, you trusted me—not only with your finances, but with your lives. Together, we have celebrated milestones that define a lifetime—new homes, marriages, growing families, successful ventures, and well-earned retirements. And just as importantly, we have navigated life’s more difficult chapters side by side, with resilience and care.
You were there as I grew—from American Express Financial Advisors (Ameriprise), to helping build oXYGen Financial, and ultimately helping bring ClariVise Private Wealth to life. Every step of that journey was made possible because of you.
This was never just a career to me—it was a calling. A commitment to elevate, to educate, and to create access where it did not exist. To break barriers and redefine what wealth can look like across generations, backgrounds, and communities. That mission will always remain a part of me.
While this chapter is coming to a close, know that I will FOREVER be grateful to you.
Thank you—for your trust, your loyalty, and for allowing me into the most personal and meaningful parts of your lives. It has been the honor of a lifetime.
With deepest gratitude and appreciation,
Cristina Briboneria
