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Christina Gatteri, CFP, CRPC

Christina Gatteri, CFP, CRPC
Chair

Christina Gatteri, CFP®, CRPC®
Financial Advisor
CERTIFIED FINANCIAL PLANNER™ professional

Christina has over fourteen years of experience in financial assistance. Her passion is helping young families realize financial success – regardless of the unexpected turns, their life may take.
She holds a Bachelor of Science in Economics from the University of Tampa. Upon her return to New England in 2005, she began her own practice as a Financial Advisor. She earned her Certificate of Financial Planning from Boston University, subsequently becoming a Certified Financial Planner™.
For the past eleven years, she has lived in Coventry, RI with her husband Luke and daughters, Olivia (6) and Lily (4). She loves spending time outdoors hiking, beaching, or gardening.
Christina enjoys using her personal experiences towards finding innovative ways to help her clients.


Areas of Focus
Domestic Partner Planning
Retirement Planning Strategies
Saving for Education
Cash Flow Management Strategies
Investments

Qualifications
CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
Chartered Retirement Planning Counselor

Education
Certificate in Financial Planning, Boston University, Boston MA
BS, Economics, University of Tampa, Tampa, FL
St. Mary Academy - Bay View

Professional Associations
Business Network International
Central Rhode Island Chamber of Commerce
YPcentral - Chair


 Innovative Planning Partners  |  3010 Post Road, Warwick, RI  |  02886-3163
(401) 203-9749  |  www.MyInnovativePlan.com  |  Email Christina

 

 

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