Christine Carleton Email & Phone Number

With decades of experience as a wealth advisor, I know how important it is to take the time to listen carefully to clients and help them identify their goals and values. I use these insights to build a customized, achievable, and fulfilling financial plan for each of my clients. I work closely with all of Truepoint’s specialty teams to ensure that the components of the plan are cohesive and aligned toward achieving the client’s goals. I'm especially skilled at addressing the needs of women clients, particularly those who have been widowed or divorced. I'm proud to have worked with many of my clients for multiple generations. On the weekends, I can often be found hiking at the Cincinnati Nature Center with my husband, Tom, and our dogs. Together, we love cooking and trying out new recipes. In the fall, we enjoy hosting tailgate parties before cheering on the Cincinnati Bearcats football team.

Listed skills include Strategic Financial Planning, Asset Managment, Investments, Retirement Planning, and 5 others.