Christina M. Cotten, CFP®

 

Investment Adviser Representative

CERTIFIED FINANCIAL PLANNERTM Professional

808-521-4015 x 7

Christina has almost 20 years of experience in the financial services industry, and has been a team member since June 2007.  In addition to being an adviser and helping to provide service for our 401(k) plan sponsors and participants, Christina handles operational functions and business development.  She likes gardening, camping, hiking, reading, cooking and entertaining.
 
 
 
 
 
Professional Designations:
  • CFP® CERTIFIED FINANCIAL PLANNERTM Professional
  • fi360 AIF® Accredited Investment Fiduciary®
Educational Background:
  • Bachelor of Science, Business Administration, Finance, Hawaii Pacific University, Honolulu
Registration: 
  • Series 65, Investment Adviser Representative, CRD #3178052
Affiliations:
  • Certified Financial Planner Board of Standards, Inc., #158797
  • Financial Planning Association (FPA®)
  • 2014 – 2019 director/officer, FPA of Hawaii (Treasurer in 2019)
  • Center for Fiduciary StudiesTM (fi360)
  • Condominium association board member