Advisor at Equinox Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Equinox Wealth Management
Location
Santa Cruz, CA
Credentials
Series 63
Industry experience
27 years
Kristen Marinovic is a financial advisor at Equinox Wealth Management in Santa Cruz, CA, with 27 years of industry experience. She holds a Series 63 designation and previously worked at Integral Investment Advisors, Inc. from 2010 to 2019 before joining Equinox in 2018. Equinox Wealth Management provides investment management and financial planning services to individuals, families, businesses, foundations, and retirement plans. The firm emphasizes customized, diversified portfolios based on modern portfolio theory and serves a notable client segment of pension and profit-sharing retirement plans, operating as a fiduciary under ERISA/IRC standards.
1% annually
Santa Cruz, CA
California
Equinox Wealth Management
2018 - Present (8 years)
Integral Investment Advisors, Inc.
2010 - 2019 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Capitola, CA
Stamper Capital & Investments, Inc.
Series 63, Series 65
Santa Cruz, CA
FullGuards Financial
Series 65
Santa Cruz, CA
WealthDevs
Series 65
Soquel, CA
Newhouse Integrated Financial Advisors LLC
CFP®, Series 65
Santa Cruz, CA
Wildflower Financial LLC
CFP®, Series 63
Santa Cruz, CA
East Rock Financial Services, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")