Christian Chukwuma, MBA, AIF®, BFA™
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 values and goals conversation, and in a collaborative fashion, he works closely with you, your CPA, attorney, and other professionals, to build a tailored-to-you financial 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 the General Securities (Series 7), Uniform State Law (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. Additionally, after a rigorous training program and comprehensive, closed-book final examination, Christian was awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care - working strictly in the best interest of his clients.
Humbled by the humanitarian and economic needs in his community, Christian is always fun, upbeat and looks forward to coming to work each day, hoping to touch another life. He is an Ambassador for the Livermore Chamber of Commerce and served on the boards of the Rotary Club of Livermore and the Tri-Valley Estate Planning Council (TVEPC), a non-profit association of estate planning professionals.
In his own words, here is how Christian describes his practice: “I sincerely look forward to coming to work every day 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 (The Income Difference™) starts with actively 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. By just having this simple conversation, you are helping me further my passion and purpose for the work I do, and I couldn't be more grateful.”
On a personal note, Christian is blessed with his wife, Catherine, a Board-Certified Nurse Practitioner, 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 check-up without any obligation. Call him today at (925) 443-2800.