Christine Beschen, CPC, CLU, CFP

Christine Beschen, CPC, CLU, CFP

Christine started her career in accounting and eventually moved into retirement planning as Vice President of the pension division for a major financial services corporation. Her responsibilities included administering over three hundred retirement plans for compliance issues, as well as overseeing the investment strategies of the portfolios. In 1985, she chose to focus solely on financial services and has since helped many corporations and individuals on strategies for estate planning, retirement planning, accumulating wealth, and insurance planning.

Christine has attained three significant professional designations within the financial services industry. The first, Certified Pension Consultant (CPC), requires knowledge in actuarial science, investments, legal issues surrounding all retirement plans (qualified and non-qualified), and estate planning.

The Chartered Life Underwriter (CLU) builds on the CPC areas of investments and estate planning, but also broadens into income taxation and insurance planning. Lastly, Christine earned the designation of Certified Financial Planner (CFP), the pinnacle of the financial planning industry, recognizing her expertise and experience in all aspects of the financial services profession.  She is a registered representative with Lincoln Financial Securities Corporation, and has successfully completed the FINRA sponsored Series 7 and Series 63 examinations.