Christian Polanco (CFP®)

Christian Polanco focuses in the
following client markets or areas of practice:

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • Millennials
  • Novice Investors

Planning Specialties

Christian, a Certified Financial Planner™, is dedicated to developing personalized financial plans that prioritize his clients’ goals and lifestyle. He firmly believes that everyone should have access to the tools and knowledge necessary for financial success. As a fee-only fiduciary advisor, Christian ensures unbiased advice with his clients’ best interests at heart.

Born in San Juan, Puerto Rico, and raised in Norfolk, VA, Christian holds a degree in Applied Economic Management with a concentration in Financial Planning from Virginia Tech. Prior to joining FSI in 2019, he gained valuable experience as a Personal Banker at Wells Fargo, working closely with college students and hospital staff at the Duke Medical Center. Christian’s expertise in retail banking enhances our cash flow tools, making them more intuitive and user-friendly for our clients.

Outside of the office, Christian enjoys cooking, boxing, and exploring the outdoors with his dog Samson. Additionally, he actively contributes to 3rd Decade, a non-profit organization that provides financial mentoring and education to young adults.

NAPFA Start Date

February 23, 2022


This Office

5438 Wade Park Blvd, Suite 310 Raleigh, NC 27607 Phone: (919) 851-8200 Fax: 888-494-7878