With more than a decade of experience in the financial services industry, Christine provides financial guidance by being a “Personal CFO” to many high net worth families, small business owners and professionals. Christine prides herself on forming lifelong relationships with her clients and taking a thoughtful, patient and caring approach. As a CERTIFIED FINANCIAL PLANNER™ professional, Christine strives to provide her clients with a complete wealth management experience.
Christine began her career in the financial services industry at Morgan Stanley, while she was still just a student at the University of Southern California. She then went on to work as an associate advisor at LPL Financial Services where she was responsible for supporting a wealth management practice with assets of over $50 million. She later joined First Allied Securities as a financial advisor and co-managed more than $100 million of clients’ assets. During this time, she focused her practice on retirement income planning and created portfolios that addressed the needs of pre- and post- retirees. She also frequently presented on topics dealing with retirement planning. In 2010, Christine established her own branch office through First Allied Securities and founded Modern Wealth Advisors. Her areas of experience include retirement income planning, investment management and alternative investments.
Christine received her bachelor’s degree from the University of Southern California, where she majored in Finance and minored in Sociology. She continued her education and acquired the CFP® and Certified Wealth Strategist® certifications. In addition, she holds multiple securities licenses, including Series 7, 63, 65 and 24. She also has her California Insurance License (#0E14755) and her California Real Estate License (#01512124).
Christine believes it is important to give back to the community. She sits on the board for several non-profit organizations. Christine is a board member for the USC Marshall Partners where she participates in the Events committee and founded their Member’s Mixer. This organization seeks to raise money for the Dean’s Strategic Fund, which enables the school to further invest in students, faculty and the future of the school.
She serves on the board of directors for Friendly Center, a local charity and community resource center that supports low income families in Orange County by helping them move toward self-sufficiency through immediate aid and a variety of educational and life skill programs.
Christine also serves on the board of directors for the Asian Business Association of Orange County, an organization dedicated to meeting the needs of the growing number of Asian businesses in the region. As Membership Chair, she is responsible for increasing awareness and membership for the organization, as well as providing networking opportunities for its members. In 2014, she was recognized as Board Member of the Year.
Christine was a 2014 Nominee for the Orange County Business Journal’s “Women in Business” Award, which recognizes outstanding business leaders. Christine is an active member of the Financial Services Institute.
In 2016, Christine was honored by Five Star Professional and Orange Coast Magazine with the Five Star Wealth Manager award for her outstanding service as a financial professional. The Five Star Wealth Manager acclamation is awarded to an elite group of wealth managers in Orange County representing less than 4% of wealth managers in the county. Candidates are evaluated on client retention rates, client assets administered and a favorable regulatory and compliance history.
Christine resides in Orange, California. She enjoys spending time with her husband, Reggie, and maltipoo, Bama. In their spare time, they like good food and wine, traveling to new destinations and watching movies.
Five Star Disclosure
Five Star Professional, a third-party research firm, identified pre-qualified award candidates based on industry data and nominations it may have received from various industry firms and individuals in the surrounding area of the candidate. Self-nominations were not accepted and candidates do not pay a fee to be considered or placed on the final list. Award candidates were evaluated against objective eligibility and evaluation criteria including, but not limited to:
1. Credentialed as an investment adviser representative.
2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years.
3. Favorable regulatory and complaint history review: (1) has not been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; (2) has no more than three settled or pending customer complaints filed against them (excluding dismissed complaints) with any regulatory authority or through Five Star Professional’s consumer complaint process; (3) has not individually contributed to a financial settlement of a customer complaint; (4) never filed for personal bankruptcy; (5) never been convicted of a felony.
4. Accepting new clients.
The inclusion of a candidate on the final list should be not construed as an endorsement of the candidate by Five Star or any other organization. The Five Star award is not indicative of the advisor’s future investment success and may not be representative of any one client’s experience. Further, there is no guarantee that the selected advisor will be awarded this recognition by Five Star in the future. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com