Happy One-Year Workiversary to Anthony Lam! Anthony is a Financial Advisor at Christopher Street. He is our international transplant, having previously lived in the United Kingdom and Australia. After work, he can be found at a group gym class, snapping photos with his Leica camera, or lugging a heavy tote bag to the office to share candy with us from the UK! Congratulations Anthony! Happy One Year!
Christopher Street Financial
Financial Services
New York, NY 626 followers
Relationship-based Financial Planning and Investment Management
About us
Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship-based financial planning and investment management. We value the opportunities we create through relationships, helping people lead fulfilling lives. We value this for our clients, for our colleagues, and for our community. Founded in 1981, Christopher Street Financial began with a commitment to provide financial advice to New York City’s gay community. A lot has changed since the birth of Christopher Street Financial, but one thing has not: our commitment to provide financial planning and investment services to the LGBTQ community and those who share our values. Christopher Street Financial is an affiliate of Bluespring Wealth Partners, LLC, a wholly owned subsidiary of Kestra Holdings, Inc. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Investor Disclosures: https://www.kestrafinancial.com/disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582 .
- Website
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http://www.christopherstreet.com
External link for Christopher Street Financial
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 1981
- Specialties
- Financial Planning, Wealth Management, Wealth Building, Retirement Planning, Life Insurance, Estate Planning, Investments, Business Strategies, LGBTQIA, Investment Management, LGBTQ , Tax Planning, Charitable Giving, Philanthropy, College Planning, Relationships, Professional , Team-based, Gay & Lesbian, and New York City
Locations
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Primary
Get directions
475 Park Avenue South
Suite 2100
New York, NY 10016, US
Employees at Christopher Street Financial
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Jennifer Hatch, CFP®
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Rick de Beauclair
Director of Client Services - Christopher Street Financial
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Keith Roberts
Financial Planning Associate | MBA | Tony Nominated Performer | Former American Ballet Theatre Principal Dancer
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Anthony Lam
Experienced Financial Advisor & Corporate Professional
Updates
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Robert Casaletto had a belief about financial planning. He thought that everyone needs a financial advisor they can trust and have confidence in. In that belief, he identified a problem: the gay community might not feel comfortable confiding in a straight advisor about their personal lives. This was 1981. Times were different then. To solve that problem, Robert founded Christopher Street Financial - the first investment advisory firm specifically geared towards the LGBTQ community. On this National Coming Out Day, we know that times have changed, but at least one thing has not: Forty-two years later, Christopher Street Financial is still here, providing a safe space for our clients to be who they are, no matter who they love.
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Celebrate LGBTQ History Month with Christopher Street Financial on Tuesday, October 22nd, as we welcome the NYC LGBT Historic Sites Project to our office for Virtual Walking Tour. Join us for this in-person event that will connect attendees with historic LGBT sites that influenced American culture and politics. It will also include audio and video clips featuring the voices of LGBT activists who played pivotal roles in making this history happen. Tuesday, October 22nd at 6:00 PM. Click the link to RSVP! Space is limited, so reply now! https://conta.cc/3zFYUnV
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Happy Two-Year Workiversary to Concetta Gioeli! Concetta is a Client Service Specialist at Christopher Street Financial and she is always ready to help with your requests, updates, changes, and questions. Concetta is working on her MBA, planning a wedding, and refereeing matches between her cat, Autumn, and her dog, Oslo, but she never seems tired and will always greet you with a smile. Congratulations Concetta! Happy Two Years!
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In case you missed it - in our September newsletter, we went "Back to School" with Client Services! You know them for helping you with contributions and withdrawals, updating your contact information, and so much more, but what do you know about our Client Services team from their days just a bit before joining Christopher Street Financial? Read the article to find out! https://conta.cc/47AwB74
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The September newsletter hit inboxes this morning. -Read Mark Franczyk, CFP®'s article about our Proven Process and why it's relevant. -Shannon Clark, CFP® tells us how we value the YOU in "unique" when it comes to your financial plan. -We go back-to-school with our Client Services team. -We have Five Questions for our newest hires: Brandyn Shetler, CFP® and Andrew Pollack -Download our "Who to Contact" guide to help you in determining who to reach out to when you need help. And don't forget - we love it when you share our newsletter...so pass it on! https://conta.cc/4gFW03o
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Our CEO, Mark Franczyk, CFP®, recently spoke at The Ensemble Practice’s Annual G2 Alumni Meeting, addressing the challenges and opportunities that come with transitioning firm leadership and building a growing team that is better able to serve clients for generations to come. We're working hard to set up tomorrow's success, today.
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Today Jennifer Hatch, CFP® celebrates 27 years at Christopher Street Financial! Congratulations Jen!
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Christopher Street Financial celebrated our 1-year anniversary with Bluespring Wealth Partners with cake! Our CEO Mark Franczyk, CFP® doubles as a pastry chef, proving that not all superheroes wear capes - some wear aprons! Although Mark said he wishes we had a more "cake-friendly" logo, the staff was happy with his efforts and it tasted delicious. For more information on our logo, you can read about it here: https://lnkd.in/eRyHdD33
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