Christa focuses on working with clients to create long-term, personalized financial plans while overseeing the implementation and monitoring of an agreed upon plan. As a Securities America IAR, Christa holds FINRA Series 7 and 66 registrations with Securities America, is licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities.
Christa represents a complete spectrum of mutual fund families, stocks, bonds, annuities, and other insurance related programs. She received her undergraduate degree in Economics at the University of California, Irvine and a Masters in Business Administration degree in Finance at California State University, Fullerton. As a specialist in retirement planning, Christa is frequently invited to present educational seminars for a variety of businesses, professional organizations, and public entities.
BRANCH OFFICE: 25881 Spruce Ln. Laguna Hills, CA 92653