Christy Plunkett-Barese, Crpc™

Christy Plunkett-Barese, Crpc™ Email and Phone Number

Financial Advisor @ Washington, DC, US
Washington, DC, US
Christy Plunkett-Barese, Crpc™'s Location
Washington DC-Baltimore Area, United States, United States
Christy Plunkett-Barese, Crpc™'s Contact Details

Christy Plunkett-Barese, Crpc™ work email

Christy Plunkett-Barese, Crpc™ personal email

n/a

Christy Plunkett-Barese, Crpc™ phone numbers

About Christy Plunkett-Barese, Crpc™

The U.S. has about 24 million millionaires and the odds of becoming one is around 7.29%.Why?• Low savings rates• Inadequate understanding of how to invest• Lack of confidenceThe question is: How can YOU beat the odds? The reality is you don’t have to be a sports star or an heiress to become one.My passion for helping others started when I was younger and today it extends to helping people build confidence when it comes to making financial decisions for themselves and their families. This led me to financial planning, where I help people:• build confidence through coaching them how to be better savers, • how to be more deliberate with their spending • worry less & live moreI’m a former Nonprofit leader turned financial advisor serving as your financial advocate for all things money-related including: Saving & spending strategies Managing variable income  Educating on investing strategies Paying off debt Splitting assets and liabilities in divorce& much moreYou’ll learn tons of helpful information from my LinkedIn content.But if you know you’re ready to take it up a notch to achieve your goals, whatever that is…You need the strategies that I provide through:FINANCIAL PLANNING SERVICES You’ll receive a personalized roadmap in written format to help you execute your customized plan covering your Investing, Retirement, Insurance, Cash Flow, and Goal Planning topics like buying a home, paying for college, and moreINVESTMENT MANAGEMENT SERVICES Busy people don’t often have the time or the expertise to do it themselves, this is where our investment services can help put you on autopilot with your savings and investing that are tailored to your risk preferencesFINANCIAL WELLNESS EDUCATION Business owners and HR leaders are looking for ways to retain their employees and one of the best ways to do that is by providing financial wellness seminars to further your commitment to wellness for your teamsFINANCIAL PRODUCTS If you already know what you need and want someone to help you execute your plan or recommendations, we can help [place with trusted financial products to help you meet your goals.Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. TNT Financial Services, LLC and Arkadios are not affiliated through any ownership.

Christy Plunkett-Barese, Crpc™'s Current Company Details
TNT Financial Services, LLC

Tnt Financial Services, Llc

Financial Advisor
Washington, DC, US
Christy Plunkett-Barese, Crpc™ Work Experience Details
  • Tnt Financial Services, Llc
    Financial Advisor
    Tnt Financial Services, Llc
    Washington, Dc, Us
  • Tnt Financial Services
    Financial Advisor
    Tnt Financial Services May 2024 - Present
    Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. TNT Financial Services, LLC and Arkadios are not affiliated through any ownership. CA License - 4189951.
  • Bastion Wealth Group
    Wealth Management Advisor
    Bastion Wealth Group Mar 2022 - May 2024
    Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 11350 MCCORMICK ROAD, EXECUTIVE PLAZA III, SUITE 202, HUNT VALLEY MD, 21031, 667-3180801. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. BASTION WEALTH GROUP is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4189951. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
  • First Financial Group
    Financial Professional
    First Financial Group Jan 2022 - Mar 2022
    Bethesda, Maryland, Us
  • Northwestern Mutual Company
    Financial Advisor
    Northwestern Mutual Company Nov 2020 - Jan 2022
  • The Leukemia & Lymphoma Society
    Director, Advancement
    The Leukemia & Lymphoma Society Sep 2018 - Oct 2020
    Rye Brook, Ny, Us
  • American Red Cross
    National Director, Prinicpal Gifts
    American Red Cross Sep 2017 - Sep 2018
    Washington, Dc, Us
  • American Red Cross
    Senior Officer, Principal Giving
    American Red Cross Oct 2014 - Sep 2017
    Washington, Dc, Us
  • American Red Cross
    Senior Manager, Government Relations
    American Red Cross Jan 2009 - Oct 2014
    Washington, Dc, Us
  • American Red Cross
    Senior Associate
    American Red Cross Jan 2006 - Jan 2009
    Washington, Dc, Us
    Promoted to Senior Manager
  • The Redding Firm
    Legislative Assistant
    The Redding Firm Jan 2001 - Dec 2005
  • Georgia Pacific Corp
    Account Manager
    Georgia Pacific Corp Oct 1997 - Oct 2000
    Atlanta, Ga, Us

Christy Plunkett-Barese, Crpc™ Skills

Leadership College Education Planning Strategic Partnerships Grassroots Organizing Cash Flow Retirement Planning Press Releases Media Relations Event Planning Legislative Relations Government Fundraising Campaign Management International Relations Coalitions Strategic Planning Fundraising Strategy Nonprofit Organizations Public Policy Program Management Federal Government Relations Nonprofits Legal Research Crisis Management Training Community Outreach Policy Program Development Strategic Communications Legislation

Christy Plunkett-Barese, Crpc™ Education Details

  • Georgia State University
    Georgia State University
    Political Science/History

Frequently Asked Questions about Christy Plunkett-Barese, Crpc™

What company does Christy Plunkett-Barese, Crpc™ work for?

Christy Plunkett-Barese, Crpc™ works for Tnt Financial Services, Llc

What is Christy Plunkett-Barese, Crpc™'s role at the current company?

Christy Plunkett-Barese, Crpc™'s current role is Financial Advisor.

What is Christy Plunkett-Barese, Crpc™'s email address?

Christy Plunkett-Barese, Crpc™'s email address is ch****@****oss.org

What is Christy Plunkett-Barese, Crpc™'s direct phone number?

Christy Plunkett-Barese, Crpc™'s direct phone number is +154134*****

What schools did Christy Plunkett-Barese, Crpc™ attend?

Christy Plunkett-Barese, Crpc™ attended Georgia State University.

What skills is Christy Plunkett-Barese, Crpc™ known for?

Christy Plunkett-Barese, Crpc™ has skills like Leadership, College Education Planning, Strategic Partnerships, Grassroots Organizing, Cash Flow, Retirement Planning, Press Releases, Media Relations, Event Planning, Legislative Relations, Government, Fundraising Campaign Management.

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