Christine
Wessinger
CFP®, AWMA™, CRPC™, CRPS™
Here to act in your best interests
About me
I’ve been a financial planner for over 20 years. I find great satisfaction in using my expertise to help my clients and their families achieve their financial goals. I look forward to talking with you about your dreams for the future and how best to achieve them.
Certifications
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor™
Chartered Retirement Planning Counselor™
Chartered Retirement Plans Specialist™
Education
Bachelor of Science, Ecology - Iowa State University
Master of Science, Personal Financial Planning - College for Financial Planning
Visit one of our Locations
Miami II - Boca Raton (West)
7900 Glades Road
Suite 310
Boca Raton, FL 33434
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
