Cristen Tara Moore, Managing Director – Investments, serves the

financial needs of her clients through the Wells Fargo Advisors office in Boston.

Cristen focuses on investment management for individuals and

businesses, asset allocation, and risk averse investing.

 

Of her business today, Cristen says, “The first thing I do with clients is help them

identify their short and long-term financial goals. Then, we develop a

complete investment plan, with investments that are appropriate for their

objectives and their own personal feelings about money and financial security. As

Cristen notes, the best investment plan should be both effective and comfortable.

 

Cristen earned her B.S. in finance from Providence College and an M.B.A. from

Bentley University. She is securities registered, insurance licensed, and earned

the designation of Chartered Retirement Planning Counselor, CRPC. Cristen is

also named one of Wells Fargo Advisors’ Platinum Council Advisors (2013-2014,

2022-2023). The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.  Cristen is also a 14-year Five Star Wealth Manager award winner[i] seen in Boston Magazine, Fortune, and Wall Street Journal, 2025 Forbes Top Women Wealth Advisors[ii], & 2020 Working Mother’s Top Wealth Advisor Moms[iii].

Cristen often speaks about investing at organizations, universities, investment clubs, and on the radio.

 

Outside of the Office,

Cristen serves on the Advisory Board of

the Boston Chamber of Commerce, and is

a volunteer with the Executive Golf

Association. She is the past President of

the North Shore Women in Business.

 



[i] This award was issued on 02/01/2025 by Five Star Professional (FSP) for the time period 04/10/2024 through 10/31/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4671 Boston-area wealth managers were considered for the award; 528 (11 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,421, 580, 13%, 2/1/24, 4/10/23 - 10/31/23; 2023: 3,923, 578, 15%, 2/1/23, 5/23/22 - 1/6/23; 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
[ii] 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
[iii] 2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.