919-851-8200 ext. 218
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 sitting for the CFP® exam in November 2021 and learning more about transitioning into an advisor role.
Outside of the office, Christian enjoys cooking, volunteering, and spending time with his fiancée Kelli and their two dogs, Sadie and Samson.