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Our Story, Your Success
For over two decades, Cresta has been more than a financial services firm — we've been a trusted partner in our clients' journeys toward financial freedom. Discover the people, principles, and purpose behind our commitment to excellence.
Why We Exist
Mission Statement
To empower individuals and businesses with expert financial guidance that is accessible, transparent, and tailored to their unique goals. We believe financial success should not be a privilege — it should be a partnership built on trust, expertise, and unwavering dedication.
Vision Statement
To redefine what it means to be a financial partner. We envision a world where everyone has the clarity, confidence, and tools to make informed financial decisions — where complexity is simplified, and prosperity is within reach for all.
Core Values
Integrity First
We operate with complete transparency. Every recommendation we make is driven by your best interests, not our bottom line.
Client Partnership
Your goals become our mission. We listen deeply, communicate clearly, and stand beside you through every financial season.
Excellence in Execution
We hold ourselves to the highest standards. Precision, expertise, and continuous improvement define everything we do.
Innovation with Purpose
We embrace modern tools and strategies, but never at the expense of time-tested wisdom. Technology serves people, not the other way around.
Community Impact
We believe in giving back. Financial literacy, local investment, and charitable engagement are woven into our company DNA.
2006
The Beginning
2010
Expanding Services
2014
Industry Recognition
2022
Technology Integration
2026
— Today
James Harrington founded Cresta in a small office with a big idea: that expert financial guidance should be personal, not transactional. With three team members and a handful of loyal clients, the journey began.
2006
The Beginning
2010
Expanding Services
James Harrington founded Cresta in a small office with a big idea: that expert financial guidance should be personal, not transactional. With three team members and a handful of loyal clients, the journey began.
James Harrington founded Cresta in a small office with a big idea: that expert financial guidance should be personal, not transactional. With three team members and a handful of loyal clients, the journey began.
2014
Industry Recognition
2022
Technology Integration
James Harrington founded Cresta in a small office with a big idea: that expert financial guidance should be personal, not transactional. With three team members and a handful of loyal clients, the journey began.
James Harrington founded Cresta in a small office with a big idea: that expert financial guidance should be personal, not transactional. With three team members and a handful of loyal clients, the journey began.
2026
— Today
What Sets Us Apart
The Cresta Difference
01
Fiduciary Commitment
We are fiduciaries — legally and ethically bound to act in your best interest. Not all financial firms can say the same. Every recommendation, every strategy, every conversation is centered on what serves you best.
02
Integrated Approach
Your finances are interconnected. That's why we don't silo tax, investment, and planning advice. Our cross-functional teams collaborate to ensure every decision supports your broader financial picture.
03
Certified Expertise
Our advisors hold the industry's most respected credentials — CFP, CFA, CPA, CIA. But credentials alone don't build trust. We pair technical mastery with genuine human connection.
04
Transparent Pricing
No hidden fees. No surprise commissions. We believe you deserve to know exactly what you pay and exactly what you receive. Our fee structures are clear, fair, and aligned with your success.
05
Lifelong Partnership
We don't chase quick wins. We build lasting relationships that span generations. Many of our clients have been with us since 2006 — and now we're advising their children and grandchildren.
Team and Leadership
Meet the Experts Behind Your Success
James Harrington
Founder & Chief Executive Officer
Sarah Chen
Chief Financial Officer
Marcus Williams
Senior Wealth Advisor
Priya Patel
Tax Strategy Director
David Okafor
Audit & Assurance Partner
Elena Rodriguez
Business Consulting Lead
Thomas Blake
Investment Management Director
Rachel Kim
Client Relations Manager
James Harrington
Founder & Chief Executive Officer
James Harrington is Managing Partner and Executive Chair. As founder and Chief Executive Officer from Castlelake’s inception in 2005 until 2024, James Harrington the firm’s strategic growth and evolution for approximately 18 years. During his tenure, Castlelake raised more than 18 asset-based investing funds, developed a capital base of more than 200 limited partners and established a footprint of more than 220 professionals across three continents. Mr. O’Neill assumed his current role as Executive Chair in March 2024 and is actively involved in supporting the firm’s overall strategy, working closely with the firm’s executive team as well as institutional investors. He is also a member of its Executive Committee and Investment Review Committee and serves in various other governance and advisory roles within the firm.
Sarah Chen
Chief Financial Officer
James Harrington is Managing Partner and Executive Chair. As founder and Chief Executive Officer from Castlelake’s inception in 2005 until 2024, James Harrington the firm’s strategic growth and evolution for approximately 18 years. During his tenure, Castlelake raised more than 18 asset-based investing funds, developed a capital base of more than 200 limited partners and established a footprint of more than 220 professionals across three continents. Mr. O’Neill assumed his current role as Executive Chair in March 2024 and is actively involved in supporting the firm’s overall strategy, working closely with the firm’s executive team as well as institutional investors. He is also a member of its Executive Committee and Investment Review Committee and serves in various other governance and advisory roles within the firm.
Marcus Williams
Senior Wealth Advisor
James Harrington is Managing Partner and Executive Chair. As founder and Chief Executive Officer from Castlelake’s inception in 2005 until 2024, James Harrington the firm’s strategic growth and evolution for approximately 18 years. During his tenure, Castlelake raised more than 18 asset-based investing funds, developed a capital base of more than 200 limited partners and established a footprint of more than 220 professionals across three continents. Mr. O’Neill assumed his current role as Executive Chair in March 2024 and is actively involved in supporting the firm’s overall strategy, working closely with the firm’s executive team as well as institutional investors. He is also a member of its Executive Committee and Investment Review Committee and serves in various other governance and advisory roles within the firm.
Priya Patel
Tax Strategy Director
James Harrington is Managing Partner and Executive Chair. As founder and Chief Executive Officer from Castlelake’s inception in 2005 until 2024, James Harrington the firm’s strategic growth and evolution for approximately 18 years. During his tenure, Castlelake raised more than 18 asset-based investing funds, developed a capital base of more than 200 limited partners and established a footprint of more than 220 professionals across three continents. Mr. O’Neill assumed his current role as Executive Chair in March 2024 and is actively involved in supporting the firm’s overall strategy, working closely with the firm’s executive team as well as institutional investors. He is also a member of its Executive Committee and Investment Review Committee and serves in various other governance and advisory roles within the firm.
David Okafor
Audit & Assurance Partner
James Harrington is Managing Partner and Executive Chair. As founder and Chief Executive Officer from Castlelake’s inception in 2005 until 2024, James Harrington the firm’s strategic growth and evolution for approximately 18 years. During his tenure, Castlelake raised more than 18 asset-based investing funds, developed a capital base of more than 200 limited partners and established a footprint of more than 220 professionals across three continents. Mr. O’Neill assumed his current role as Executive Chair in March 2024 and is actively involved in supporting the firm’s overall strategy, working closely with the firm’s executive team as well as institutional investors. He is also a member of its Executive Committee and Investment Review Committee and serves in various other governance and advisory roles within the firm.
Elena Rodriguez
Business Consulting Lead
James Harrington is Managing Partner and Executive Chair. As founder and Chief Executive Officer from Castlelake’s inception in 2005 until 2024, James Harrington the firm’s strategic growth and evolution for approximately 18 years. During his tenure, Castlelake raised more than 18 asset-based investing funds, developed a capital base of more than 200 limited partners and established a footprint of more than 220 professionals across three continents. Mr. O’Neill assumed his current role as Executive Chair in March 2024 and is actively involved in supporting the firm’s overall strategy, working closely with the firm’s executive team as well as institutional investors. He is also a member of its Executive Committee and Investment Review Committee and serves in various other governance and advisory roles within the firm.
Thomas Blake
Investment Management Director
James Harrington is Managing Partner and Executive Chair. As founder and Chief Executive Officer from Castlelake’s inception in 2005 until 2024, James Harrington the firm’s strategic growth and evolution for approximately 18 years. During his tenure, Castlelake raised more than 18 asset-based investing funds, developed a capital base of more than 200 limited partners and established a footprint of more than 220 professionals across three continents. Mr. O’Neill assumed his current role as Executive Chair in March 2024 and is actively involved in supporting the firm’s overall strategy, working closely with the firm’s executive team as well as institutional investors. He is also a member of its Executive Committee and Investment Review Committee and serves in various other governance and advisory roles within the firm.
Rachel Kim
Client Relations Manager
James Harrington is Managing Partner and Executive Chair. As founder and Chief Executive Officer from Castlelake’s inception in 2005 until 2024, James Harrington the firm’s strategic growth and evolution for approximately 18 years. During his tenure, Castlelake raised more than 18 asset-based investing funds, developed a capital base of more than 200 limited partners and established a footprint of more than 220 professionals across three continents. Mr. O’Neill assumed his current role as Executive Chair in March 2024 and is actively involved in supporting the firm’s overall strategy, working closely with the firm’s executive team as well as institutional investors. He is also a member of its Executive Committee and Investment Review Committee and serves in various other governance and advisory roles within the firm.
Our Approach
Discover
We begin by understanding your complete financial picture — your assets, liabilities, goals, concerns, and aspirations. No two clients are alike, so no two discovery processes are identical.
Analyze
Our team conducts thorough analysis using advanced modeling tools and market research. We identify opportunities, risks, and strategies tailored specifically to your situation.
Strategize
We begin by understanding your complete financial picture — your assets, liabilities, goals, concerns, and aspirations. No two clients are alike, so no two discovery processes are identical.
Strategize
Once you approve, we execute with precision. Our team coordinates across disciplines — tax, investment, planning — to ensure seamless implementation.
Monitor & Adapt
Financial planning is not a one-time event. We meet regularly to review progress, adjust for life changes, and refine strategies as markets and goals evolve.
News & Insights
