Christian Wallace

Christian is a Paraplanning Assistant and he also holds the CFP® designation. With a strong foundation in comprehensive financial planning, Christian works closely with our Advisors who develop personalized strategies across key areas such as retirement planning, tax-efficient investment management, risk management and mitigation, and long-term goal setting.

Outside of his professional life, Christian is an avid golfer and a dedicated Philadelphia sports fan, cheering on all of the Philadelphia area sports teams. He’s also a committed fitness enthusiast who enjoys staying active, spending time on the golf course, being with family, and trying out new restaurants.

Favorites

• Favorite Restaurant: Macaroni's Restaurant – a Northeast Philadelphia Italian staple 
• Favorite Golf Course: Tot Hill Farm Golf Club – located just outside of Pinehurst, the “golf capital” 
• Favorite Place Traveled: Muscat, Oman