Christine Remedios (CFP®)

Christine Remedios focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Millennials

Planning Specialties

HOURLY FINANCIAL PLANNING We offer as-needed financial planning for individuals and families regardless of income or net worth. Our process is ideal if you need a: • Check-up on your progress toward financial goals • Second opinion on financial issues • Financial planning road map Strategy for retirement • Review of your 401(k) plan, options, and benefits • Investment review for do-it-yourselfers We charge only for the time we need to deliver the answers or solutions you seek.

Additional Information

Chris Remedios is a Certified Financial Planner™ professional at Remedios Financial Planning, an hourly financial planning and investment advice firm in San Francisco. She graduated with a degree in Management Science and a minor in Applied Mechanics and Engineering Science from UC San Diego and gets a thrill out of transforming client’s financial data into a story that helps clients take their next, best, financial steps.

Chris serves as Pro Bono Director for the SF Financial Planning Association and is proud to have been awarded the Heart of Financial Planning award in 2017 by her peers. It is her passion to provide objective, financial advice for those in need.

NAPFA Start Date

June 18, 2013

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

600 California St Fl 11 San Francisco, CA 94108 Phone: (415) 579-1521