Today marks 3 years since Shannon Clark, CFP® joined Christopher Street Financial. Shannon is a Senior Advisor and our Head of Financial Planning. She keeps the eMoney engine humming! Congratulations Shannon! Happy 3-years!
Christopher Street Financial
Financial Services
New York, NY 524 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. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org; www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Christopher Street Financial and Bluespring Wealth Partners, LLC are affiliates of Kestra IS and Kestra AS. 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 (Australian CFP® Designated) & Corporate Professional
Updates
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It's a bird? It's a plane? It's ....our....logo! Read this blog where we explain exactly what our logo is. (Hint: It's based on something that helps you get from one place to another.) https://lnkd.in/eRyHdD33
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Today marks the 3-year anniversary of Claudine Desire working at Christopher Street Financial! Claudine is CSF's Office Manager and Receptionist. She is often the first one to greet you at the door when you stop in for a visit. She keeps us all on task with visitors....and ordering our snacks. Claudine knows a happy employee is a fed employee! Congratulations Claudine - we're happy you're here.
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Thank you Bluespring Wealth Partners for the reminder! Happy Pride!
As part of our 2024 Summer Reading List published at the beginning of the year, our partner firm Christopher Street Financial shared their June recommendation, "Stonewall: A Building. An Uprising. A Revolution" by Rob Sanders and illustrated by Jamey Christoph. As #PrideMonth comes to a close, see below for what Christopher Street had to say about this important work, and check out our full reading list here: https://lnkd.in/g4H-uNRn
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James McGill, CFP®, Keith Roberts, and Mark Lingenfelter stopped by DORSET THEATRE FESTIVAL to check in on The Beauty Queen of Leenane. It was a great two days in Vermont visiting clients.
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"What's so gay about money?" We thought you'd never ask! In this blog entry, Christopher Street's Jen Hatch answers that question and provides some clarity on why our LGBTQ niche was important when we started, and how it is still relevant today. Different, but still relevant. https://lnkd.in/eS8PUuJr
What's So Gay about Money?
christopherstreet.com
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What's in a name? Well, confusion, sometimes...especially when you're named after one street, but are located on another. Over our forty-plus years, we've had offices on Wall Street, Fifth Avenue, and now we are located in our second location on Park Avenue South. But, we have never, ever, called Christopher Street "Home", at least in terms of an office. So, why the name? Read this blog entry to learn the answer. https://lnkd.in/em2HuvAd
Christopher Street on Park Avenue?
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TRIPLE TAX EXEMPT! Now that we have your attention, check out our newly launched New York Focus Portfolio Series for our New York clients who are seeking tax-advantaged income. Not a New Yorker? We can take care of you too. Read more about both in this article by Christopher Street's Director of Investments, Trish Parsons. https://lnkd.in/d_Q9xw45
Keeping A New York State In Mind
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Congratulations to CSF's President and Senior Financial Advisor Jennifer Hatch, CFP® for being listed as one of Advisor Hub's "1000 Advisors to Watch". “Coaching people to make sound life decisions in order to live their very best life is my calling." https://lnkd.in/euXccMff
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Christopher Street's President and Senior Financial Advisor Jennifer Hatch, CFP® was one of three advisors interviewed for Financial Planning's article on "How Financial Advisors can help LGBTQ clients Prepare for Retirement". "So the issue is not, 'Are you LGBTQ or straight,' but 'Are you single, partnered or married,'" Hatch said. To find out why, read the article: https://lnkd.in/e5xChBPf
How financial advisors can help LGBTQ clients prepare for retirement
financial-planning.com