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Our financial advice team


Christine A Ebert

Christine A Ebert

CFP®, BFA, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Prism Wealth Management
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Saving for Education
  • Insurance
  • Cash Flow Management Strategies
  • Investments
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Intergenerational Planning
  • Estate Planning Strategies

Interests

  • Spending time with my family, friends and my 6 year old Golden Retriever, KitKat
  • Volunteering in the community
  • Art and travel - especially road trips

Awards & recognition

  • Five Star Wealth Manager, 2018-2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • BFA™ Behavioral Financial Advisor™

Education

  • Westmont College, Santa Barbara, CA, BA Business and Economics
  • Crystal Springs Uplands, Hillsborough, CA, Middle and High School
Newsletter

to receive my newsletters and other financial and market information

Community participation

Junior League of Minneapolis, Past President and Sustaining Member

Firefly Sisterhood, Executive Board Member and Mentor

Interfaith Partners and Community Outreach (IOCP), Volunteer

American Cancer Society - Relay for Life, Volunteer, Fundraiser and Key-Note Speaker

Wayzata High School #284, past PTO Treasurer and volunteer

Daughters of The American Revolution, Member