As a Senior Client Services Associate at California Wealth Transitions, Christina helps to provide an exceptional high-touch client experience. She assists advisors with preparations for client meetings, preparing reports, and completing follow up communications as well as implementing recommendations as a result of client meetings and relationships.
Christina thrives in the welcoming and ever-changing environment in the financial services industry. “I take great pride in the fact that what I do each day ultimately helps our clients achieve their financial goals.” Christina has more than five years of experience in financial planning, and holds a degree in Anthropology from California State University, Fullerton.
When outside the office, Christina is passionate about spending time with her son and daughter. She also enjoys photography, music, and spending time outdoors.