Industry Start Date: 2003
KAR Start Date: 2016
Education: B.A. in economics from San Francisco State University, Certificate of Personal Financial Planning from UC Berkeley and completion of the Cannon Personal Trust curriculum from the Cannon Financial Institute
Credentials: CFP® (Certified Financial Planner™); CTFA (Certified Trust and Financial Advisor)
Prior to Joining KAR:
Christine spent 9 years at First Republic Private Wealth Management where she worked with high-net-worth individuals and families to create customized investment strategies that focused on asset allocation and long-term holistic financial planning. Her experience there also included personal trust and estate administration. Her career in finance started at US Bank where she provided lending and deposit solutions for clients. Christine earned a B.A. in Economics from San Francisco State University, a Certificate of Personal Financial Planning from UC Berkeley and completed the Cannon Personal Trust curriculum at the Cannon Financial Institute. She is a Certified Financial Planner™ and a Certified Trust and Financial Advisor.
When Not in the Office:
Christine enjoys exploring San Francisco as a native, is an avid patron of the arts, serves as a SHE-CAN mentor, an organization that supports young women from Rwanda and Cambodia with a journey to leadership in their country starting with a college education in the U.S. and provides pro bono financial planning in her community as a member of Financial Planning Association of San Francisco.