Christian Wallace
Philadelphia,PA
Summary
Experienced Financial Planning professional dedicated to helping clients achieve their financial goals. Possesses a wide range of expertise, from simple cash flow planning to complex Business/Estate Planning for ultra-high net worth individuals and families. Committed to providing comprehensive and tailored financial solutions that align with clients' unique needs and aspirations. Skilled in analyzing financial data, identifying opportunities, and implementing strategies to optimize wealth accumulation and preservation.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Paraplanner
M Financial Planning Services (LPL Financial)
01.2023 - Current
- · Develops comprehensive financial plans for new and existing clients using various financial planning software (depending on client need). These include eMoney (Advanced Planning), MoneyGuidePro (Simple Planning), Holistiplan (Tax Planning), among other planning software’s
- · Assists the Investment Development and Strategy team in managing client assets via house-made models and with investment manager selection. This includes ad hoc stock and fund research along with incorporating investment views of some of the largest asset managers (JP Morgan, BlackRock, Capital Group etc.)
- ·Assists client with questions surrounding various financial planning and investment topics via phone or video conference. This includes navigating the various user interfaces presently available to them through our investment platform with LPL Financial.
- Prepares portfolio and financial planning reports for Advisors prior to meeting with clients. Developed templated reports that we now solely use for this portion of our business.
Client Service Associate
Main Street Financial Life Advisors
09.2021 - 11.2022
- ·Assist Wealth Advisors in Client Portfolio Management, Due diligence of Fund Managers, Market and Book of Business Investment Research, Retirement Account Rebalance, and Development of Client Deliverables. Using various programs such as Orion, Salesforce, Riskalyze, and Custodians Investment Platforms (Schwab, TD Ameritrade, Fidelity)
- ·Assist Financial Planner with the Imputation of Client Data, Setting up meetings and taking meeting notes, Reaching out to Clients for follow-up Planning, Using various financial planning programs such as eMoney, MoneyGuidePro, Holistiplan, and BNA Tax to help develop Financial Plans and Deliverables.
- ·Assist the Tax Preparation Team in the Preparation and Planning of tax returns.
Education
MBA - Finance
Holy Family University
Philadelphia, PA05-2023
Skills
- Advanced Excel
- Wealth Management
- Estate Planning
- Problem-solving abilities
- Financial plan preparation
- Teamwork and Collaboration
Certification
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc. Issued 2024 Credential ID 101220924
- Series 6
- Series 63
- Series 65
- Life and Health, Accident, and Variable Annuity Licensed
Timeline
Financial Paraplanner
M Financial Planning Services (LPL Financial)
01.2023 - Current
Client Service Associate
Main Street Financial Life Advisors
09.2021 - 11.2022
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc. Issued 2024 Credential ID 101220924
- Series 6
- Series 63
- Series 65
- Life and Health, Accident, and Variable Annuity Licensed
MBA - Finance
Holy Family University
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