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Christina Israel

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CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
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Professional Profile

About me (self-reported)

Chrissy is passionate in aiding clients in achieving their financial goals, engaging in creative problem-solving, embracing continuous learning, and providing education on essential topics like Retirement, Estate consideration, Charitable giving, and Tax Planning.

Address 6856 Loop Rd
Dayton, OH 45459

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My Expertise Philanthropic & Estate Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Minimum Assets $500,000 - $749,999 Minimum Income less than $50K Languages Spoken (self-reported) English

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