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Biography

Christi is a Wealth Management Associate at Cerity Partners’ Silicon Valley (San Jose) Office, where she supports clients in working toward their long-term financial goals. She delivers investment advisory and financial planning services to high-net-worth individuals, families, and foundations. Her prior work included investment strategy consulting to endowments at Cambridge Associates and overseeing the investment function at the Silicon Valley Community Foundation.

Learn more about my practice.

Education

  • BA in International Relations and Spanish, University of Redlands
  • MBA in Finance, UCLA Anderson School of Management

Highlights

  • CFA® charterholder
  • Sustainability and Climate Risk Certificate holder

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