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Field Vice President / Financial Advisor
Private Asset Mgt., Qualified Plans-401(k) & Pensions, Life & Annuity -
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CA LICENSE #0H16367
Roles and Responsibilities
Christine serves as an Investment Adviser Representative at Allmerits Asset, LLC. Through her practice, she provides comprehensive life insurance solutions and specialized Retirement Planning Services, focusing on delivering tailored financial strategies to her clients.
Career History and Focus
With a leadership career spanning over a decade, Christine has been the CEO of CHK Financial & Insurance Services since May 2015. She further diversified her professional practice by joining Allmerits Asset, LLC as an Investment Adviser Representative in March 2021. Prior to her tenure in the financial services industry, she established a strong foundation in business management and client relations as a business owner, operating a Baskin Robbins franchise from April 1998 to December 2017.
Professional Designations
Christine holds the National Social Security Advisor (NSSA®) designation, earned in 2019, which underscores her expertise in advising clients on Social Security benefit optimizations. Additionally, she obtained the Financial Services Certified Professional (FSCP®) designation in 2020, demonstrating her ongoing commitment to professional excellence and high-level financial consulting.