Christina York, CFP®, ChFC®, MSF

VP - Financial Consultant

+1 510-986-6044

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Financial Consultant®
  • Master of Science in Finance
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Wealth Advisor Associate, Neuberger Berman LLC, 2016-2017
  • Client Associate, Neuberger Berman LLC, 2012-2015
  • Associate, Constellation Wealth Advisors LLC, 2011-2012
  • Registered Financial Associate, LPL Financial (dba Financial Independence LLC), 2009-2011

Education

  • M.S. Financial Analysis and Investment Management, Saint Mary's College of California
  • B.S. Economics, Psychology minor, Saint Mary's College of California

Personal interests and affiliations

  • CFA Institute and CFA Society San Francisco, 2016-present
  • Spinsters of San Francisco, 2012-present
  • Junior League of San Francisco, 2014-2015
  • Junior League of Palo Alto - Mid Peninsula, 2010-2013

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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