Christine Gordon, Senior Financial Advisor, Vice President, began financial services career in 1999. As a Financial Advisor, Christine assists clients thru a holistic approach based formula for accumulating, managing and preserving wealth. She focuses on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them.

A frequent and sought-after speaker on retirement planning, Christine brings clients more than 20 years of financial services experience. She often points out that “people don’t know their expiration date – which is why longevity planning is a critical component in her retirement planning strategies.  As a rewarding retirement lifestyle is a common client objective, Christine pursued and received relevant industry training. She holds the Chartered Retirement Planning Counselor^TM designation through the College for Financial Planning Institutes Corp.

Christine finds that many clients see their wealth as important both from a financial and emotional perspective. Taking pride in their families and communities, she hears that business owners and others want to build a legacy for future generations, even as they need to prepare for retirement.  In order to properly assist business owners with their business transition planning, Christine obtained her CEPA^® Designation from the Exit Planning Institute. Exit planning combines the plan, concept, effort and process into a clear strategy to build a business transferable through strong human, structural, customer and social capital.   

Taking an expansive, integrated approach to managing clients’ wealth, Christine educates whenever possible with the goal of helping take control of their financial lives. She has long believed in serving fewer clients with excellence, rather than many clients with mediocrity. She also believes in helping clients connect with others who can brighten their outlooks and financial pictures.

“As a single mother who raised two children on her own, I know that many clients – especially women –spend their lives worrying about others, to the point where they neglect their best interests. Working closely with clients, I help create a solid financial foundation for building and preserving wealth,” Christine explains. “A financial advisor should be clear and compassionate when much of life is not. It's rewarding to help increase a client’s financial strength and self-worth.”

Christine resides in Chester County, where she actively participates in local community organizations such as serving on the Board of the The Southern Chester County Chamber of Commerce, Believers in Business and Canine Partners for Life.