Client Advisory

Biography

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.

Education

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

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Completing the Certificate Program in Personal Financial Planning at UC Berkeley

Q & A

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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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.