2410 Armstrong Street
Christian utilizes a personal approach when partnering with you for your investment needs. As an independent financial advisor, he is able to provide fair, objective and unbiased counsel; he can select only those products and services that align with your unique needs; he is not beholden to any one company, nor driven by proprietary products or sales quotas; and his success is directly tied to your success.
Christian specializes in retirement income planning, 403B & 401k management, behavioral financial coaching, and insurance protection (life & long term care). Beginning with your goals and working closely with you, your CPA, attorney and other professionals, you and Christian will build a tailored-to-you investment plan.
A graduate of the University of South Florida, Christian earned an MBA degree in finance and a Bachelor of Science degree in Economics. Prior to earning his Financial Advisor credentials in 2009 (Series 7, Series 66, Life & Health Insurance), he served in the banking industry for many years at two major banks. He holds Series 7, Series 66, Life & Health Insurance licenses. Christian also obtained the Behavioral Financial Advisor™ (BFA™) designation, which gives him solid footing to prepare clients for the certainty of uncertainty.
Humbled by the humanitarian and economic needs in his community, Christian is always upbeat and looks forward to coming to work each day, hoping to touch another life. He is very active in his business community and charitable organizations like the Rotary Club of Livermore, and is currently an ambassador for the Livermore Chamber of commerce.
In his own words, Christian describes his practice as follows: “I sincerely look forward to coming to work daily because of the deep joy and satisfaction the work brings me. I apply my best effort to deliver my service in the most transparent and caring manner. My 6-step Income Distribution and Wealth Planning process starts with listening to understand your goals, values, and concerns. Then discuss how those goals relate to your values. I, then, go to work to determine the best course of action for your unique situation to help you create the ideal lifestyle that you deserve. My desire in our relationship is that whenever you need money, we will find the best possible place to get the money from. By just having this simple conversation, you are helping me further my passion for the work I do, and I thank you!”
On a personal note, Christian is blessed with his wife, Catherine, a Registered Nurse, and three beautiful children. He loves music, sight-seeing, concerts, entertaining friends and spending time with family.
It will be a time well spent to contact his office and schedule a complimentary financial consultation without any obligation. Call today at (925) 443-2800.
Shazia, or “Shaz” for short, joined Christian’s financial planning practice as his Office Administrator. She strongly believes in Christian’s motto that financial planning should reduce clients’ anxiety, provide them with clear answers and create a better tomorrow for them and their families. Prior to joining Christian, Shaz worked for two major banks for 10 years and has a Bachelor’s degree with double majors in Finance & Accounting from San Jose State University, California. She also completed Project Management Certification from University of California, Berkeley Extension. Shaz is responsible for supporting Christian’s efforts in creating the best customer experience. Her strong organizational skills, a “can do” attitude and enthusiasm for her role makes her a strong team player.