Christina M Bennett, CFP®
Wealth Manager Assistant | LPL Registered Assistant
Christina assists the advisors with individuals, families and companies in maintaining a long-term wealth management strategy designed to help achieve their financial goals. She has an enthusiasm for helping clients navigate through their financial concerns, desires, and goals. Building strong relationships with our clients lets her help make sure each client stays on track throughout their financial journey. If you’re feeling a little lost in your financial situation, Christina, along with the rest of the team at Windawi & Associates, will be able to lead you onto the right path for you to continue your journey towards pursuing your goals in life.
Christina works alongside Louis to develop comprehensive and personalized investment strategies designed to help clients pursue financial independence in and throughout retirement. She has refined capabilities in researching issues and providing concise responses to our clients. She processes securities transactions, in addition to coordinating and managing special projects.
Areas of Specialization for Advisor Assistance
- Investment Management
- Retirement Planning
- IRA distribution Planning
- Insurance Analysis
- Company Stock Option Analysis
Certifications, Licenses & Education
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Series 7 & 66 held through LPL Financial
- CA Insurance License: #0F02626
- Boston University, BA Psychology 2003 (Cum Laude)
Personal
Christina currently lives in Lake Forest with her husband Douglas and enjoys comedy, reading, swimming, running, wine and traveling.