ABout Founder Christina Ferrer

I love financial planning. I have been in the business since 2007. I started as an apprentice at a large broker/dealer. They extended an offer for me to continue as an advisor with them at the end of my apprenticeship. I had no idea what I was doing at the time, but moved forward. I learned a lot the hard way starting out in the business. I was not a stellar sales person, but I also learned that I loved working with clients, and helping them to get on track to meet their retirement goals. This early career phase taught me that I really value relationships, and helping clients, not so much the sales stuff...

Over time I refined a clear way that I wanted to work with clients. I found that working for a corporation would not fit the more customized, educational, and holistic approach that I wanted for my clients. In 2020 I opened my own RIA practice and am pleased to be able to always do what is best and unique for each client. In 2023 I was able to become a CFP®. I am proud of what I have created, and look forward to the future.

Opening my business right as COVID set in also taught me some new things. More people need financial planning! They need to know that it is for everyone. I can help you no matter what your financial circumstances are.

My husband and I live in Colorado with our grown son(who opposes making any photo appearances) and two daughters. They bring a ton of joy every day! We are always planning our next adventure. We love to explore, see new places, experience new things, and meet new people.  If we get to be outside while doing it that’s a bonus. We are embarrassingly typical suburban Coloradoans. I even drive a Subaru… I love to play all sports, cook, bake, and read. I hate running, but you can frequently find me doing it through our neighborhood.