Cristian Zuniga

Wealth Services Associate

Cristian Zuniga is the Wealth Services Associate in our Newport Beach, CA office. He drives key elements of the team’s financial planning and analysis while supporting both client service and operational excellence. Known for his precision, professionalism, and client-first mindset, Cristian leads data analysis and planning support and partners closely with advisors to deliver customized, quality client solutions.‑first mindset, Cristian leads data analysis and planning support and partners closely with advisors to deliver customized, quality client solutions.

Before joining The Rand Group, Cristian served as a Branch Examiner at Independent Financial Group, where he conducted on‑site inspections evaluating custody, portfolio management, cybersecurity, and regulatory compliance. He also held multiple roles at Morgan Stanley, including Financial Advisor, Institutional Consulting Analyst, and Wealth Advisor Associate, supporting both individual and institutional clients with planning, reporting, and investment strategy.

Cristian earned both his Bachelor of Arts in Economics (with a minor in Legal Studies) and his Master of Science in Applied Economics & Finance from UC Santa Cruz. He holds the Series 7 and Series 66 licenses.

Outside of work, Cristian enjoys running, snowboarding, and rock climbing!