Christine Kalivas, CFP®, CDFA®
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All 50 States
Something happens inside of a woman when she is empowered to take control of those things in life that we can control. It is magical. Confidence soars. Self-esteem soars. They take a little more risk - risk in their relationships, careers, finances and parenting. When I work with women I get to be a small part of helping to create that confidence, self-esteem and authenticity and it truly is a privilege.
I am an influential leader and accomplished financial planning professional with a proven history of success in providing financial freedom for businesses and individuals. My wealth of experience across financial/investment advising, portfolio management, and financial coaching has facilitated me with a unique insight, enabling me to identify and deliver revenue, security, and capability growth. I have a powerful ability to help businesses develop and implement sustainable financial roadmaps that reduce costs and drive growth. Having launched and contributed to three start-ups throughout my career, I am also adept in all aspects of business development and marketing. Recognized as a thought leader, I have a proven capacity to engage with audiences, teams, and executives to facilitate informed and empowered decision-making around financial planning and investment. Motivational and consensus-driven, I am an emotionally intelligent leader with a history of building cross-functional, high-performing teams that are aligned to common goals.
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Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.
