Christine has been in the financial services industry since 2004. Christine helps individuals and families plan for the future, manage debt, navigate through estate settlement, provide optimal investment management through appropriate asset allocation and more. “I enjoy working with people because I can understand and empathize with them. If someone is experiencing a financial issue, I may have experienced it myself or worked with someone who has. I look at financial situations as puzzles and I like to think creatively when solving the puzzle. The best part of my day is when someone tells me I’ve helped them feel understood and comfortable and that they feel better about their course of action.”
Prior to joining the firm, Christine worked in the aerospace and health care industries in various financial analyst positions with a focus on income statements, budgeting and profit & loss analysis.
Outside of work, Christine enjoys the outdoors, traveling, cooking and reading. For many years, Christine also served her community by volunteering for various organizations such as Girl Scouts and high school athletic booster clubs. Goals of Christine's include developing her painting and photography skills. Christine and her husband Jim reside in Yorba Linda.
EDUCTION & REGISTRATIONS:
- Bachelor of Arts in Economics, University of California, Irvine
- CFP® Designation, University of California, Irvine
- FINRA Series 6 Registration
- FINRA Series 7 Registration
- FINRA Series 24 Registration
- FINRA Series 63 Registration
- FINRA Series 65 Registration
ASSOCIATIONS & AFFLIATIONS:
- Financial Planning Association – Orange County member.