Strategic Advisor

www.strategicadvisor.co

Christy Charise founded Strategic Advisor after having built an award-winning financial advisory practice (Saugatuck Financial) with her husband, Justin. Their practice has consistently been named among the top 20 planning practices in the country. Christy's unique background combines a deep understanding of the financial services and asset management industries with broad management and strategy consulting experience. Together, this background, combined with an intimate understanding of the challenges inherent in running a successful advisory practice, allows her to provide objective insights and practical solutions for advisors at all stages. For a free consultation to see what programs may be a fit for you or someone on your team, please reach out or explore our website for more information: [email protected] strategicadvisor.co

Read more

Reach decision makers at Strategic Advisor

Lusha Magic

Free credit every month!

Christy Charise founded Strategic Advisor after having built an award-winning financial advisory practice (Saugatuck Financial) with her husband, Justin. Their practice has consistently been named among the top 20 planning practices in the country. Christy's unique background combines a deep understanding of the financial services and asset management industries with broad management and strategy consulting experience. Together, this background, combined with an intimate understanding of the challenges inherent in running a successful advisory practice, allows her to provide objective insights and practical solutions for advisors at all stages. For a free consultation to see what programs may be a fit for you or someone on your team, please reach out or explore our website for more information: [email protected] strategicadvisor.co

Read more
icon

Country

icon

State

Connecticut

icon

City (Headquarters)

Westport

icon

Industry

icon

Employees

1-10

icon

Founded

2016

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Advisory Board Member

    Email ****** @****.com
    Phone (***) ****-****
  • President and Founder , Chapter 3 Insights ( C3I )

    Email ****** @****.com
    Phone (***) ****-****
  • Advisory Board Member / Consultant / Kol / Natl Speaker

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Marketing Communications Manager

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(9)

Reach decision makers at Strategic Advisor

Free credits every month!

My account

Sign up now to uncover all the contact details