Lead Financial Advisor
Certified Financial Planner; ChFC, AIF
Financial Planning; Retirement Planning; Investment Management; Tax Planning; Estate Conservation; College Planning; Corporate Retirement Plans; Employee Benefits; Executive Compensation; Business Valuation
As a Financial Advisor, Christian finds great personal satisfaction in educating clients so they can feel more informed and confident in the decisions they make in their lives. While Christian knows the technical side of financial planning is critical, he also believes no financial plan can be properly built without truly understanding his clients. Each client has a unique idea about the definition of wealth, what their plans are today and where they want to be in the future. At the start of each client relationship Christian digs into the client’s background, their values, and their goals. He works to make sure their path is taking them on the road they want to travel. If not, Christian helps adjust plans to get them back on track, and coaches clients to give them financial confidence so that they can focus their time and energy on the things in their lives they value the most. Christian began his career in the financial planning industry with CG Financial in 2010. He has earned the CFP® (Certified Financial Planner), ChFC® (Chartered Financial Consultant) and AIF® (Accredited Investment Fiduciary®) designations.