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@brightonjones.com
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1 phone found area 206
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LinkedIn matched
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Clint Christensen is listed as Helping People Live a Richer Life at Brighton Jones, LLC., a with 119 employees, based in San Rafael, California, United States. AeroLeads shows a work email signal at brightonjones.com, phone signal with area code 206, and a matched LinkedIn profile for Clint Christensen.
Clint Christensen previously worked as Partner and Lead Advisor at Brighton Jones, Llc. and Board at Youth Leadership Institute. Clint Christensen holds Bs, Business Finance from Westminster University.
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AeroLeads found 2 current-domain work email signals for Clint Christensen. Compare company email patterns before reaching out.
More than 20 years of experience in the financial services industry and specializes in investment advisory, tax planning, insurance planning and wealth transfer strategies.Prior to joining Brighton Jones, I spent eight years at Fidelity Investments as a Vice President and Senior Account Executive, where I provided service and investment guidance to clients with aggregate assets of over $1 billion. Experience working with a world leader in research and asset management includes investment vehicles such as individual securities, fixed income securities, mutual funds, annuities, and estate planning needs.I hold an undergraduate degree in Business Finance from Westminster College and an MBA in Global Strategic Management from Dominican University of California. I'm a Certified Financial Planner and a member of the Financial Planning Association of San Francisco.Community involvement includes participating in pro bono financial planning clinics and serving on the board of two Bay-area non-profits.Specialties: Retirement Income Planning, Investment Asset Allocation Planning, Insurance Planning, Estate and Tax Analysis, College Planning, and self-employed retirement planning.
Listed skills include Retirement Planning, Asset Allocation, Investment Advisory, Investments, and 16 others.
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Lead Advisor with Brighton Jones LLC. More than 20 years of experience in the financial services industry and specializes in investment advisory, tax planning, insurance planning and wealth transfer strategies.
Manage high net worth clients, approximately 600 households with total value exceeding $1 Billion in assets. Establish relationships with clients by profiling their entire financial picture: aid their understanding of various investment options and facilitate the implementation of their financial plan. Life long retirement income planning and ongoing investment portfolio monitoring. Investment vehicles used: Mutual Funds, Individual Bonds, Annuities, Management products, Cash Management Accounts, Private Offerings, Charitable Giving Accounts and Retirement Plans.
Other employees you can reach at brightonjones.com. View company contacts for 119 employees →
Yosuke Miyazaki
Colleague at Brighton Jones, Llc.Seattle, Washington, United States
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Haley Droppelman
Colleague at Brighton Jones, Llc.Seattle, Washington, United States
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Dan Monaghan
Colleague at Brighton Jones, Llc.Portland, Oregon, United States
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Carrie Danielson
Colleague at Brighton Jones, Llc.Seattle, Washington, United States
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Heather (Pearson) Thiessen
Colleague at Brighton Jones, Llc.Greater Seattle Area, United States
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David Amiot, Cfp®, Crpc®
Colleague at Brighton Jones, Llc.Littleton, Colorado, United States
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Stephen O'Dell, Cfp®
Colleague at Brighton Jones, Llc.Greater Houston, United States
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Morgan Hernandez
Colleague at Brighton Jones, Llc.Seattle, Washington, United States
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Matt Howell
Colleague at Brighton Jones, Llc.Woodinville, Washington, United States
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Monica Franzen
Colleague at Brighton Jones, Llc.Seattle, Washington, United States
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Quick answers generated from the profile data available on this page.
Clint Christensen works for Brighton Jones, LLC..
Clint Christensen is listed as Helping People Live a Richer Life at Brighton Jones, LLC..
AeroLeads has found 2 work email signals at @brightonjones.com for Clint Christensen at Brighton Jones, LLC..
AeroLeads has found 1 phone signal(s) with area code 206 for Clint Christensen at Brighton Jones, LLC..
Clint Christensen is based in San Rafael, California, United States while working with Brighton Jones, LLC..
Clint Christensen has worked for Brighton Jones, Llc., Youth Leadership Institute, and Fidelity Investments.
Clint Christensen's colleagues at Brighton Jones, LLC. include Yosuke Miyazaki, Haley Droppelman, Dan Monaghan, Carrie Danielson, and Heather (Pearson) Thiessen.
You can use AeroLeads to view verified contact signals for Clint Christensen at Brighton Jones, LLC., including work email, phone, and LinkedIn data when available.
Clint Christensen holds Bs, Business Finance from Westminster University.
Clint Christensen is listed with skills including Retirement Planning, Asset Allocation, Investment Advisory, Investments, Mutual Funds, Wealth Management, Estate Planning, and Strategic Financial Planning.
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