Christian Wallace, CFP®, MBA 

Christian Wallace, CFP®, MBA 

Paraplanning Assistant

Christian joined our team in 2023. As a Paraplanning Assistant, he assists advisors as they develop comprehensive financial and investment planning, insurance planning, and estate planning. Before joining us, he worked for Main Street Financial Life Advisors in Moorestown, New Jersey while earning his MBA from Holy Family University. Taking an education first approach, Christian is currently studying and completing coursework for additional, industry-related certifications. When Christian is not studying, he enjoys golfing with friends, spending time with family and his Goldendoodle, Jerry, and exploring all the wonderful restaurants that surround the Philadelphia area.