16755 Von Karman
Ave ste 200
A personal approach
We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.
The Long Run: Women and Retirement
16755 Von Karman Ave ste 200 Irvine, CA 92606
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Meet the Team
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
I provide comprehensive financial planning for Families and Business owners, focusing on Technology companies, Physicians and Dental practices in terms of setting up their Retirement plans including 401(k) plans and Defined benefit...
Christine acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any...
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
I offer a full library of resources to help boost your financial planning knowledge.
How much money will you need for retirement? What retirement savings vehicles should you be considering? Get answers here.
Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.