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Who Are We?

Who Are We?

Take a look at 100 financial planning websites and you will find a hundred different ways to spin professional designations (alphabet soup, anyone?), combined years of experience, and awards of great significance (and a few of dubious origin). At Christopher Street Financial, we have the designations you want to see as well as the decades of experience you expect. But, what we are most proud of is our people.

We have a diverse team of professionals who are spending their lives pursuing their dreams inside and outside of the financial services industry. This brings us a better understanding of the communities we serve. We choose to be at Christopher Street Financial for a reason: we know what it is like to work towards goals while needing a little help, a bit of guidance, and a safe place to get answers. 

We are united in our dedication to providing that place with quality advice and investment options to help you on your journey. Take a look at our team, learn a bit about our backgrounds, and enjoy our alphabet soup. But, it’s that first call where you talk with one of us that will really show you who we are and how we can help. We look forward to meeting you and hearing your story.

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