CFP®, ChFC®, CRPC®, CFS

Advanced Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner

Market News
The economic stimulus
package


The American Recovery and Reinvestment Act of 2009 is
now law. Explore the key provisions that could impact
your personal finances.

Review a summary
Christy Robinson Ameriprise Financial Advisor
Office location
161 Washington St
Ste 1300
Conshohocken, PA 19428

Team Information


Contact this advisor Contact me
Refer this Advisor Refer me
Get Directions Map & directions
(610) 897-2843
christy.h.robinson@ampf.com

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.


Areas of Focus
  • Family Planning/Family Changes
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning
  • Income Tax Planning Strategies
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Investment Advice
  • Small Business
Professional Associations
  • Financial Planning Association
Qualifications
  • 'Best Financial Advisor', Voted in 2009 by Philadelphia Weekly
  • President's Recognition Award, Ameriprise Financial
  • Advanced Advisor Group, Ameriprise Financial
  • Circle of Success Group, Ameriprise Financial
  • Professional Achievement Award, Widener University
  • Widener University, Bachelor of Science in Economics - Cum Laude
Community Service & Personal Interests
  • Co-Owner of The Daily Grind Fitness, www.DailyGrindFitness.com
  • Track & Field Coach, Nazareth Academy High School in Philadelphia, PA
Office Hours
  • Monday: By Appointment
  • Tuesday: By Appointment
  • Wednesday: By Appointment
  • Thursday: By Appointment
  • Friday: By Appointment
  • Saturday: By Appointment
  • Sunday: Closed
The Team

Catherine Schreiner

Catherine.M.Schreiner@ampf.com

161 Washington St
Ste 1300
Conshohocken, PA 19428

610-897-2810

  • I am licensed and registered to conduct business in PA.
  • Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, DE, MD, NJ, TX, VA, AR, NC, SC
  • CA Insurance #0F26628
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.