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Christina Empedocles

Christina Empedocles

INSIGHT PERSONAL FINANCE
San Francisco, CA
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CRD#: 6799821
Christina Empedocles

Professional summary

Christina Empedocles, CFP® is a registered financial advisor currently at INSIGHT PERSONAL FINANCE located in San Francisco, California.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Christina has worked at 1 firm and has passed the Series 65 exam.

Biography

As a lifelong Artist and Entrepreneur, it's been my mission is to understand the most pressing financial issues of hardworking, creative people. Over the last 10 years, I've had hundreds of conversations with people about their money and learned the nuances of our often counter-productive financial impulses. With this insider perspective, I've developed specific tools and strategies to build financial stability while supporting wild aspirations.
top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Education Planning
Retirement Planning
Employee and Employer Plan Ben...
Investment Planning
Tax Planning
Divorce Planning
Debt Management
Estate Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Divorce Planning
Entrepreneurs
Financial Psychology/Coaching
Generation X
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Christina Empedocles is the Founder of Smartly Collective Services, a personal finance educational company. This activity accounts for 15% of her time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Empedocles's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

June 30, 2017 - Present

INSIGHT PERSONAL FINANCE

RIA
CRD#: 288585
San Francisco, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/30/2017)
IAR
Texas
(3/12/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/19/2017
Uniform Investment Adviser Law Examination

Current Firm

INSIGHT PERSONAL FINANCE
INSIGHT PERSONAL FINANCE
INSIGHT PERSONAL FINANCE | INSIGHT PERSONAL FINANCE, LLC

CRD#: 288585 / SEC#:

California
Registered Investment Advisory firm - (6/30/2017 Approved)
Texas
Registered Investment Advisory firm - (3/11/2020 Conditional Restricted)
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Contact information

Main Address
San Francisco, CA
Mailing Address
Phone number
(415) 819-8856
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts13
AUM (Assets Under Management)$ 3,850,638

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INSIGHT PERSONAL FINANCE

INSIGHT PERSONAL FINANCE

CRD#: 288585San Francisco, CA

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Contact information

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