QUALIFICATIONS & EXPERIENCE

Take a Fresh Approach to Your Financial Future

 

Christine Messmer is an independent Certified Financial Planner™ practitioner serving the needs of clients since 1985. She has been authorized by the CFP Board of Standards, based in Washington, D.C., to use the certification marks "CFP®." Her Master of Science in Finance - Financial Analysis (M.S.F) illustrates her commitment to excellence in investment management. Her comprehensive knowledge, expertise and decades of experience allow her to assist clients in successfully meeting the goals which they've developed and are working toward in their lives. 

Additionally, she has been authorized to use the credential "ATP" and title A"ccredited Tax Preparer" by the Accreditation Council for Accountancy and Taxation, headquartered in Alexandria, Virginia. She is considered a retired preparer at this time; however, she frequently uses her seasoned knowledge to provide well-rounded and informed tax planning insights with clients throughout the year - a key area of financial management. 

Ms Messmer is required to maintain competence in all areas of financial management, and she works to exceed her minimum continuing education (CE) credits for the CFP Board on a regular basis. In this way, she optimizes her knowledge and expertise to serve clients with a paramount degree of quality in her work. She is a long-time member of the Financial Planning Association (FPA), located in Denver, Colorado, and is also a member of the National Association of Personal Financial Advisors (NAPFA), based in Chicago, Illinois. NAPFA also insists that all advisors operate on a fee-only basis to serve clients while looking out for their overall financial welfare.