Broker Check

Values

As a financial advisor for over 15 years, I am dedicated to becoming the Personal CFO for each one of my clients. Guiding and educating you through the logistics of retirement planning, you can rest assured knowing that your future is in good hands.

Whether you have been saving your entire life, or are just beginning to plan for your retirement, my firm can offer you the support you need to reach your goals. My approach to retirement planning and wealth management is collaborative, comprehensive, and driven by education. I believe in educating each one of my clients, so they can make the best choices for their financial life and wellbeing. Not only will you have confidence in your future, but you will have the insight and knowledge needed to understand the financial decisions you are faced with making each and everyday.  

As an independent advisor, I value the importance of putting my clients first. When you work with Christo Financial Planning, your needs and goals will always be my top consideration. I will advocate for you, your family, and your future.

Above and beyond the actual advice we provide, my firm is proud to be a source of comfort and peace in the lives of our clients. A boutique firm with the capabilities of a large agency, Christo Financial Planning strives to create long lasting partnerships with our clients as they pursue their dreams and core vision for the future.