Christian is one of our 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 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.
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 and supporting clients throughout the process.
Outside of the office, Christian enjoys cooking, volunteering, and taking his dog, Sadie, on summer hikes. Recently, he joined a local Toastmasters chapter to continue developing his public speaking skills.
919-851-8200 ext. 218