Christina Ko Talbot CFP®
Christina is a Senior Vice President and Executive Partner, Wealth Management Services at Destination Wealth Management. Raised in the U.S. and fluent in English and Mandarin, Christina is energetic, passionate, and offers an expansive view of the financial services and investment industry. As a CERTIFIED FINANCIAL PLANNER™, Christina has the experience and courage to take responsibility and meet the complex needs of wealthy individuals, their families, and institutions. She provides a high level of reliable service for portfolio/investment management, life and estate planning strategies, retirement, financial planning and education funding needs.
Christina has an abundance of resources that can help her clients meet their investment goals. Since 2006, she has worked in the financial services industry with hundreds of individual clients, their families, and institutions. Managing client accounts is a responsibility that is very important to her. Her services include Retirement Planning, Education Fund Planning, Charitable Gifting, Estate Planning Strategies, and Portfolio Reviews. As an experienced professional in the investment industry, Christina has the ability to help manage risk, offer guidance and financial planning, all while knowing the importance of being transparent regarding fees and activities. She has built relationships with a network of CPAs and Estate/Trust planning attorneys to help clients with their comprehensive financial goals.
Christina began her career at Citigroup as a Licensed Banker and then moved towards a focus in the Investment management industry working at a Registered Investment Advisor (RIA) in Palo Alto with Sand Hill Global Advisors. After spending half a decade at Sand Hill, Christina went on to be a Financial Advisor with Morgan Stanley where she specialized in financial planning for clients geared towards retirement. Christina was born in Houston, Texas and raised in Cupertino, California. She is a CFP® certificant and holds a Bachelor of Arts Degree in Economics Administration from the University of California, Riverside and minored in Film and Visual Culture. In her free time she enjoys spending time with her husband, family and getting together with friends.
*For more information about the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.
