At Christopher Street Financial, we like to think of Client Services as the quiet heroes of your financial journey. Our Director of Client Services, Rick de Beauclair, shares a Day in the Life of our CS Team.

Financial Planning Associate, Andrew Pollack, recently completed his first year at Christopher Street Financial. We asked him to share his thoughts on what drew him to CSF and what inspires him to stay.

The word "fiduciary" seems to be floating around every media outlet that talks about investing or financial planning. But what does it mean? And why is it important? This blog helps answer those questions.

No one likes to pay taxes. That’s a given. So, we are always looking for opportunities to help clients manage their tax bill. Making smart financial decisions is a critical part of our process at Christopher Street Financial.

There’s an updated client portal for Christopher Street Financial Clients: SEI Connect. This simple interface is intuitive to use and provides clients with direct access to real-time account information.

Kara Murphy leads a growing team of investment professionals who provide market insights and analysis to that supplement our own thinking at Christopher Street Financial. Kara took the time to answer a few questions for us to learn more about her.