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Christian Chukwuma, MBA, BFA™

Christian Chukwuma, MBA, BFA™

Registered Representative

Christian takes a personal approach in his financial planning practice.  He specializes in Retirement income planning, 403B & 401k Management; Behavioral Financial Coaching; Life & Long Term Care Insurance. 

A 1993 graduate of the University of South Florida, Christian holds a MBA degree in finance and a Bachelor of Science degree in Economics.  Prior to earning his Financial Advisor credentials in 2009 (Series 7, Series 66, Life & Health Insurance), he served in the banking industry for many years at two major banks.  He is very active in his business community and is currently an ambassador for the Livermore Chamber of commerce.  Christian also holds the Behavioral Financial Advisor™ (BFA™) designation, which helps him prepare clients for the certainty of uncertainty.  In his own words, Christian says “I sincerely look forward to coming to work daily because of the deep joy and satisfaction the work brings to me.  I apply my best effort to deliver my service in the most straightforward and caring manner.  My 6-step Income Distribution and Wealth Planning process starts with listening to understand your goals, values, concerns, and objectives.  Then prioritize those goals you shared with me and discuss how your values relate to the goals.  I, then,  go to work  to determine the best course of action for your unique situation – working with your CPA and Tax professional - to help you create that ideal lifestyle that you deserve.  My desire in our relationship is that whenever you need money, we will find the best possible place to get the money from.  By just having this simple conversation, you are helping me further my passion for the work I do.  Thank you!”

On a personal note, Christian is married to his wife, Catherine, a Registered Nurse (BSN), and they are blessed with three beautiful children:  Aimee, Giovanna and Jackie.  Christian Chukwuma, MBA, BFA™/Registered Representative and Investment Advisor Representative.  CA Insurance License #0G78854.

BRANCH OFFICE:  2410 Armstrong Street, Livermore, CA  94551