Client Advisory


Christine is a Principal in the San Francisco office. She provides comprehensive financial planning and investment management to individuals and families. Offering sophisticated client-centered solutions, she strives to help clients realize the full potential of their financial futures.

Before joining Cerity Partners, Christine was a Wealth Manager at B|O|S where she worked closely with both private and institutional clients, designing effective solutions for unique and complex financial situations. Prior to joining B|O|S, Christine worked for Thomson Reuters as a Product Analyst and Project Manager in the Investment Analytics Group.


  • B.S. in Business Administration from San Francisco State University


  • Completing the Certificate Program in Personal Financial Planning at UC Berkeley

Q & A


Financial planning can help protect you from the unexpected and help you worry less. It is important to have someone with experience and insight on strategies that can make it easier to reach your goals.

How would you describe your best day doing what you do?

When I guide clients through life events or uncertainty and hear that they appreciate me looking out for their best interests and know they are in good hands.

Connect with Christine

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