Christian is one of our Senior Client Service Associates. He joined our team in January 2019 and is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our continuous service model. Christian helps with more complex client scenarios, and he is currently enrolled in the CFP® program.
Christian was born in San Juan, Puerto Rico but grew up in Norfolk, VA. He graduated from Virginia Tech with a degree in Applied Economic Management with a concentration in Financial Planning. Before joining the FSI team, he worked at Wells Fargo as a Personal Banker, primarily working with college students and hospital staff at the Duke Medical Center branch.
This year, Christian is looking forward to growing into his new role and getting to know the team. He is excited about working on the creation of financial plans, cash flow analysis, and supporting clients through the planning process.
Outside of the office, Christian enjoys cooking, volunteering, and spending time with his girlfriend Kelli and their two dogs, Sadie and Samson.
919-851-8200 ext. 218