Meet Christina
Prior to joining Mercer Advisors in 2020, Christina spent four years working as a client relationship manager for Argosy Wealth Management. Aside from managing client investment portfolios, she advised clients on financial planning matters such as retirement, income planning, and tax-sensitive asset-gifting strategies. Christina began her wealth management career in 2012 as a Private Wealth Advisor for Goldman Sachs in Los Angeles. She graduated from the University of California, Los Angeles with a B.S. in computer science and an MBA from the Anderson School of Management. She is also a CERTIFIED FINANCIAL PLANNER® professional.
Her working style
Christina is attentive to detail, has a strong work ethic, and is responsive and reliable. Her clients find her informative and a trusted partner for their family.
Christina in real life
What keeps you busy outside of work?
I have a husband and two young boys who I dedicate all of my free time to. The boys enjoy playing baseball, soccer, and golf, and we enjoy glamping adventures together as a family when we can get away.
Why do you like working at Mercer Advisors?
Mercer Advisors allows me to dedicate my time toward taking care of my clients both proactively and reactively. While many other advisors are mainly tasked with finding more assets for their firm, Mercer Advisors has created an environment where I am primarily tasked to do what I am passionate about — serving my clients.
What’s one thing you are surprisingly good at?
I started playing classical piano when I was five years old and earned medals in nationwide piano competitions throughout my high school years.
The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.
AdvisorHub’s Women Advisors to Watch were ranked in three main categories 1. Scope: measured by assets under management, revenue/production and the level of service. 2. Growth: the year over change in assets, households and production/revenue. 3. Professionalism: includes regulatory record, community service and team diversity.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Christina’s Teammates
Jenna Martinez
Client Service Specialist
What Christina Says
Jenna is my right hand. She manages all client-related matters behind the scenes, from sending money when needed to updating account configurations and handling other requests. When I’m unavailable due to meetings, Jenna steps in to speak with clients on my behalf.
Lisa Goodman
Regional Vice President
What Christina Says
Lisa is an extension of my team, helping identify new families who could benefit from having me as their advisor. She collaborates with our partners to find and engage families who need comprehensive planning and would be a strong fit for Mercer Advisors and my expertise.
Brendan Archibald
Regional Vice President
What Christina Says
Brendan plays a key role in expanding our reach. He works closely with our partners to identify families who would benefit from comprehensive planning and align well with both Mercer Advisors and the personalized guidance I offer.
Elisha Sanchez
Client Development Associate
What Christina Says
When a new client chooses to join the Mercer Advisors family, Elisha steps in to making their onboarding process as smooth and seamless as possible. She sets the tone for the relationship and excels at creating the best experience for these new families.
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