Christine Papelian, Cfp®, Cws®, Cdfa®, Ea Email and Phone Number
Christine Papelian, Cfp®, Cws®, Cdfa®, Ea work email
- Valid
Christine Papelian, Cfp®, Cws®, Cdfa®, Ea personal email
On a daily basis I am engaged in wealth management helping clients navigate life's choices. By getting to know my clients and their unique situation I am able to develop advice that is clear, relevant, and actionable. Throughout the three phases of their financial life my clients benefit from having my guidance:1) The creation and growth of wealth2) Protecting and preserving that wealth3) Transferring this wealth in the most tax advantageous way Whether it's saving for college, spreading that tax burden as thin as possible, or seeing the big picture of what those non-working years look like I help clients reach their success. This is where I find both professional and personal satisfaction. Clients reaching their goals; finding their success.
Redw Wealth Llc
View- Website:
- redwwealth.com
- Employees:
- 10
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Senior Financial Planning ManagerRedw Wealth LlcNew York, United States
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Financial PlannerJensen, Marks, Langer & Vance, Llc Aug 2024 - PresentBuffalo, New York, Us -
Senior Financial Planning ManagerRedw Wealth Llc Mar 2022 - Aug 2024Albuquerque, Ne, Us
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Chief Executive OfficerPapelian Household Dec 2021 - Mar 2022Maternity Leave
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Financial AdvisorSmarter Financial Solutions Apr 2021 - Dec 2021Helping clients navigate life's choices
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Private Client AdvisorCharles Schwab Sep 2015 - Apr 2021Westlake, Texas, Us -
Associate Portfolio ConsultantCharles Schwab Jun 2014 - Sep 2015Westlake, Texas, Us
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Specialist- Registered RepresentativeCharles Schwab May 2012 - Jun 2014Westlake, Texas, Us
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Customer Service RepHeartland Farm Partners Aug 2011 - Jul 2012* Analyzed commodity markets to help our financial advisers provide strategies for clients* Monitored basis points on local grain elevator prices, entered data to track futures prices* Edited nightly commodities market video and distributed content to clients
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Graduate AssistantStudent Support Services Aug 2011 - Dec 2011* Developed action plans to educate students on macro and microeconomics principles* Constructed case examples to supplement learning* Coordinated with professors in outlining curriculum weaknesses
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Resident AssistantUniversity Of Nebraska Aug 2010 - May 2011Lincoln, Nebraska, Us* Provided paraprofessional advising for 41 undergraduates * Confronted and resolved issues on diversity, racism, alcohol and drug abuse, and social acceptance * Created, planned, and implemented educational, social, and recreational programs * Acted as a liaison between residents and Department of Residence Life * Enforced and upheld university policies* Managed various administrative duties including maintenance requests, incident reports, and room transfers -
Student-AthleteUniversity Of Nebraska Aug 2006 - May 2010Lincoln, Nebraska, Us* Utilized leadership abilities to motivate teammates to achieve success* Demonstrated vital communication skills among peers, professors, and administrators* Maintained a strong balance between academics and athletics
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Tax AssistantVolunteer Income Tax Assistant (Vita) Jan 2010 - Apr 2010* Certified to file standard tax returns, identify special credits, and assist with tax planning* Interviewed and established rapport with diverse families to understand their tax needs* Reviewed peer income tax returns for accuracy and implemented necessary changes
Christine Papelian, Cfp®, Cws®, Cdfa®, Ea Education Details
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University Of Nebraska-LincolnEconomics -
University Of Nebraska-LincolnMath
Frequently Asked Questions about Christine Papelian, Cfp®, Cws®, Cdfa®, Ea
What company does Christine Papelian, Cfp®, Cws®, Cdfa®, Ea work for?
Christine Papelian, Cfp®, Cws®, Cdfa®, Ea works for Redw Wealth Llc
What is Christine Papelian, Cfp®, Cws®, Cdfa®, Ea's role at the current company?
Christine Papelian, Cfp®, Cws®, Cdfa®, Ea's current role is Senior Financial Planning Manager.
What is Christine Papelian, Cfp®, Cws®, Cdfa®, Ea's email address?
Christine Papelian, Cfp®, Cws®, Cdfa®, Ea's email address is ch****@****wab.com
What schools did Christine Papelian, Cfp®, Cws®, Cdfa®, Ea attend?
Christine Papelian, Cfp®, Cws®, Cdfa®, Ea attended University Of Nebraska-Lincoln, University Of Nebraska-Lincoln.
Who are Christine Papelian, Cfp®, Cws®, Cdfa®, Ea's colleagues?
Christine Papelian, Cfp®, Cws®, Cdfa®, Ea's colleagues are Erin L. Dunagan Hiner, Mba, Cpa, Myrond Muskett, Scott Birmingham, Dorine Sanchez, Cfp®, Aif®, Yesenia F..
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