Joined Bell: 2015
Hidden Talent: Cooking and baking, especially Italian!
Inspiration: Husband Tim and close family ties
Christina is definitely a “people person, relationship builder, and natural helper”, so she quite naturally embraces her role as Relationship Manager with passion. She brings to the Bell team prior experience in the same role with a registered investment advisory firm on the East Coast. In the summer of 2015 she and her husband, Tim, relocated to the Bay Area where he attended graduate school at U.C., Berkeley. After graduating, he began working for a consulting engineering firm in Oakland.
Christina grew up in Hadley, Massachusetts where her parents still reside and own a CPA firm. After completing high school there, she attended Stetson University in DeLand, Florida, where she received her Bachelor of Arts, cum laude, in Economics. She loves learning and very much appreciates the atmosphere at Bell, where questions are encouraged and academic learning is supported. She holds a Series 65 license.
As the daughter of an accountant father and business administrator mother, Christina was always made aware of the importance of financial responsibility. It was strongly instilled in her to use money wisely and to help others in need when she is able. Since she is interested in teaching others about the importance of financial responsibility, financial planning, and financial literacy, she was very pleased to learn that as a part of The Women’s Roundtable at Bell, she will be promoting these very issues.
For many years, Christina has been involved with Young Life, a national non-denominational Christian ministry that reaches out to adolescents through volunteers, staff, club meetings and camp. After moving to California, she resumed her volunteer work with Young Life in Berkeley and Oakland. She loves guiding teenagers and college students through the day-to-day challenges of life, while helping them realize their potential for the future.
Christina enjoys spending as much time as possible with her husband — and learning more each day about what marriage means. Together they love to travel and have been to several countries, including Italy, Guatemala, Canada, Haiti, and the Bahamas. During college Christina became proficient in Spanish while studying for a semester in Ecuador. She is a great communicator, no matter the culture!
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More