Christine Beschen, CRPC, CLU

The core value of Christine’s presence is her commitment to the needs of our 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.

Christine follows a due diligence and methodical approach in assisting our advisors to discover client’s needs. Moreover, her assistance promotes proper guidance for our clients through the decision-making process. She works diligently with the firm’s advisors to assist personal and corporate clients navigate detailed discovery discussions of financial objectives and goals, as well as the client’s needs and risk tolerance. 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. Her assistance throughout the process is instrumental for our advisors to determine the best approach for an investment strategy, unique to the client’s situation, affording them financial independence.

Christine attained numerous designations and certifications within the financial industry:

* 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.