Christine Ingoldsby has been a Senior Financial Advisor with Zuk Financial Group since 1993 and is located in Emeryville, California. An Investment Advisor Representative (IAR) for National Planning Corporation, Christine holds FINRA Series 7, 63 and 65 licenses. She is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through her investment advisory and financial planning practice, Christine represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Christine offers both institutionally managed programs to her clients as well as fee based consulting.
Christine has 20 years of experience in the field of financial and investment planning. She utilizes her experience to implement flexible financial plans that address her clients' changing needs. Christine believes there is more than one way to accomplish financial goals and takes the time to explore investment alternatives.
A specialist in retirement planning, Christine is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Christine has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). She also does seminars on investment and retirement planning for small businesses and non-profit organizations. Christine has earned a reputation for explaining difficult subjects in a style that is easily understood.
Christine has worked at such diverse entities as Rolling Stone Magazine and IBM but she finds that nothing has interested her as much as financial planning: "It's an information business affecting peoples' lives - what could be more interesting?" As a long time Bay Area resident, Christine enjoys hiking and cooking but her secret ambition is to have a short story published in The New Yorker.
CA Insurance Lic.# 080418
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