As a financial planning associate at California Wealth Transitions, Christina helps to provide an exceptional high-touch client experience. She assists advisors with preparations for client meetings, preparing reports, and completing follow up communications as well as implementing recommendations as a result of client meetings and relationships.

Christina thrives in the welcoming and ever-changing environment in the financial services industry. “I take great pride in the fact that what I do each day ultimately helps our clients achieve their financial goals.” Christina has more than five years of experience in financial planning, and holds a degree in Anthropology from California State University, Fullerton.  

​When outside the office, Christina is passionate about spending time with her son and daughter. She also enjoys photography, music, and spending time outdoors. 

Financial Planning Ideas You Should Know About

We've built a library of E-books focused on our most helpful financial and tax planning concepts in an effort to educate and inform people just like you!  Below are a couple of our most read topics.  Take a look and see if any of these strategies may be right for you.

The Mega-Back Door Roth

Do you make too much to contribute to a Roth IRA?  This is how smart investors use the rules to fund one.

Avoid Tax Mistakes

Do you own a business?  These are the top 5 tax mistakes we see business owners making.

Top 5 Investor Mistakes

These are the top 5 errors we see most commonly when reviewing new clients' portfolios.