Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Principal
San Francisco
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.
Q:
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.
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