One Bala Plaza,
For the past 30 years, the core value of Christine’s practice has remained her commitment to the needs of her clients, holding each of them in the highest regard. Christine began her career in accounting, eventually moving into retirement planning for a major financial services firm. She was effective but constrained by the limitations as an employee and so decided to offer her services as an independent advisor.
Combining experience with her formal Certified Financial Planning designation, Christine follows a due diligence and methodical approach to discovering her client’s needs and guiding them through their decision process. Her work with personal and corporate clients includes detailed discussions of financial objectives and goals, needs and risk tolerance, and determining the best approach for an investment strategy, unique to their situation, affording them financial independence. The evaluation process for risk management and investments includes thorough research of the client’s investment style, performance, risk, risk-adjusted returns and corporate financials. The planning process continues with meetings throughout the year, reviewing the plans and assessing any changes.
Christine attained numerous designations and certifications within the financial industry:
* Certified Financial Planner (CFP) – the pinnacle of the financial planning industry, recognizing her expertise and experience in all aspects of the financial services profession, * Certified Pension Consultant (CPC) – actuarial science, investments, legal issues surrounding all retirement plans and estate planning * Chartered Life Underwriter (CLU) – insurance, estate planning, income taxation and retirement * Chartered Retirement Planning Counselor (CRPC), retirement planning * completed FINRA sponsored Series 7 and Series 63 examinations.