Christina Gatteri, CFP

Christina is simply the best! As someone who is younger with not much experience handling my own benefits and finances, I walked away feeling empowered after meeting with Christina. Her approach is purely from a planner/organizer standpoint and the entire conversation I truly felt like she had my best interest in mind. Happy to have her in my corner!
Nov 25th, 2020

As a CPA, It is always nice to have a go to person in a certain profession when your clients ask for referrals. I am always happy to refer Christina to my clients for all of their financial planning needs. Whether it is investment advice, budget advice, or determining what their life goals are, Christina is always there for them. And it isn't just one time - she becomes a trusted advisor for them for their entire lives. Christina has helped me in different financial advice and I always feel like I am moving in the right direction after receiving her advice! I highly recommend contacting Christina if you are looking for an amazing financial advisor!
Sep 11th, 2020

Christina is one of a kind. I am always referring her to my clients because she takes pride in her work. She is very knowledgeable and very responsive, with Christina being your financial advisor you always speak to the same person about your financials, not like these big companies where you speak to a different person each time you call them. I know she has helped many of my clients and they are extremely happy with her. I will continue referring her. Christina is what great business is all about!
Jul 15th, 2020

Christina Gatteri goes above and beyond for her clients. She puts her heart into helping those she works with. She is in constant communication with her clients and is always providing up to date lifestyle changes on her Facebook page and website. She has helped me constantly with my own life changes and I would rely on her time and time again.
Jul 9th, 2020

My review would state the following: Who needs a financial Planner? I did and so do you! It was five years ago when it was suggested to me that I could maybe benefit from a sit down with a financial planner. The suggestion came from a well known, highly regarded successful legal professional! things he may say in passing should never be taken lightly. who would you suggest, I asked him? and the next words out of his mouth changed my life! "Christina Gatteri he said " without pause, and here is her card! Well! I was impressed at that and now I needed to know who she was and what could she do for me? I waited several weeks to call....and I will regret that forever! I had several questions about how to position my finances and structure investments to reach the goals I wanted to attain. short term and long term goals, things I should have thought about at thirty years old, I am discussing at sixty years old .I saw no light at the end of the financial tunnel! I rambled on about a business, buying a home, saving for retirement, children and so on, what a great listener! Christina sorted through all of it ! Came up with a workable action plan that has worked for us!!.. Listen!! She is very knowledgeable about all financial matters! It's what she does! Who she is! But the plus factor, the benefit,the difference is the way she is able to break it down and explain it so that you really understand it! It's your finances! You've got decisions to make!!!! She works for you and with you! 401ks/annuities /early retirement/ medicare, this can all be so complicated. It was for me! However, I have something you don't have. I have Christina Gatteri as my financial planner and advisor! It's because of her I have money in the bank, I purchased an investment property, I bought a new truck , my credit has gone up! up! up! and I am looking at retirement options in a few years. or maybe not! I could go on and on! My financial journey with my professional financial expert (Christina Gatteri) is my favorite subject. Do not get me started!!! This joint venture has opened my eyes to the many strategies available to increase my net worth .it has been an education for me personally! Everyone is different and I can honestly say my family is in a better financial position having trusted and worked with Christina! She is easy to talk with and always returns calls! I don't want to forget to mention that. Thank you, Christina Gatteri! the BEST! John Brown A Satisfied customer!
Jul 8th, 2020