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Christina M Bennett, CFP®

Christina M Bennett, CFP®

Director of Financial Planning & Wealth Manager Assistant

Christina assists the team in developing comprehensive and personalized financial planning strategies designed to help clients achieve financial independence. She has an enthusiasm for building strong relationships and helps clients stay on track through their financial journey.

Education 

  • Boston University, BA Psychology 2003 (Cum Laude)

Certifications, Licenses & Education 

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 & 66 held through LPL Financial
  • CA Insurance License: #0F02626

Areas of Specialization for Advisor Assistance 

  • Tax Planning
  • Retirement Planning
  • IRA Distribution Planning
  • Insurance Analysis
  • Company Stock Option Analysis

Personal

  • Currently lives in Lake Forest with her husband Douglas. She enjoys comedy, reading, swimming, running, wine and traveling.