Christine Papelian
CFP®, CWS®, CDFA®, EA
Senior Financial Planning Manager
Knowing how you’ll plan your financial future is extremely important. From developing a plan for achieving your goals to setting up ongoing management and administration of your portfolio, we offer a full range of services from financial advisors who are up-to-date on market strategies, policies and regulations, and trust & estate matters. Our services are delivered with professionalism and adherence to the highest ethical standards.