Christy Charise founded Strategic Advisor after having built an award-winning financial advisory practice (Saugatuck Financial) with her husband, Justin. Their practice has consistently been named among the top 20 planning practices in the country.
Christy's unique background combines a deep understanding of the financial services and asset management industries with broad management and strategy consulting experience. Together, this background, combined with an intimate understanding of the challenges inherent in running a successful advisory practice, allows her to provide objective insights and practical solutions for advisors at all stages.
For a free consultation to see what programs may be a fit for you or someone on your team, please reach out or explore our website for more information:
christy.charise@nm.com
strategicadvisor.co
Company Details
- Employees
- 20
- Founded
- -
- Address
- 39 Imperial Ave, Westport,ct 06880,united States
- Industry
- Business Consulting And Services
- NAICS
-
Management, Scientific, and Technical Consulting ServicesManagement Consulting ServicesOther Scientific and Technical Consulting ServicesOther Management Consulting Services
- Website
- strategicadvisor.co
- Keywords
- Management Consulting, Strategy Consulting, Coaching, Facilitation, Public Speaking, Leadership Development.
- HQ
- Westport, CT
- Competitors
- pH value aps l Independent Strategic Consultant I Board & Advisory member, SMARTMORE | Strategic Sales Consultant, Thoughtworks, hTWORG, Charlene Li Keynote Speaker & Strategic Advisor, Strategic Advisor Growth, FP Strategic Advisor, NEMESYS STRATEGIC ADVISOR, Executive Coach & Strategic Advisor, XBA | Strategic Business Advisor.
Strategic Advisor Questions
Strategic Advisor's website is strategicadvisor.co
Strategic Advisor's LinkedIn profile is https://www.linkedin.com/company/strategicadvisor
Strategic Advisor has
20 employees.
View email and phone details for 20
employees at Strategic Advisor.
Strategic Advisor's industry is
Business Consulting and Services
Strategic Advisor's top competitors are
Ph Value Aps L Independent Strategic Consultant I Board & Advisory Member,
Smartmore | Strategic Sales Consultant,
Thoughtworks,
Htworg,
Charlene Li Keynote Speaker & Strategic Advisor,
Strategic Advisor Growth,
Fp Strategic Advisor,
Nemesys Strategic Advisor,
Executive Coach & Strategic Advisor,
Xba | Strategic Business Advisor.
Strategic Advisor's categories are Business Consulting and Services
Strategic Advisor's founding year is 2016
