Christi Van RiteCFP®

Partner

Christi Van Rite began her career as a financial advisor in 2005, focusing on helping clients with long-term investing and generational planning. She works alongside her clients’ CPAs, estate planning attorneys and other advisors to ensure guidance and planning encompasses their entire life and legacy, not just the here and now. Christi is passionate about financial topics that impact people’s lives and uses her data-driven skills to help ensure that, regardless of whom she is working with, all aspects are taken into consideration.

 

Being involved in the local community, she has the opportunity to empower women both personally and professionally. She is an advocate for women of all ages to dream big and make a plan. Christi has served as president of the Austin Junior Forum, a women’s nonprofit service organization, fundraised for local nonprofits and mentored young women in the foster care system living at the Settlement Home for Girls.

Christi earned a bachelor’s degree in economics from Texas A&M University and has completed the rigorous requirements to be a Certified Private Wealth Advisor (CPWA®) and a CERTIFIED FINANCIAL PLANNER™ professional. She is a member of Texas Wall Street Women, the Financial Planning Association and a Leadership Austin Emerge Alumni.

Christi loves to travel, read and be outside, with paddle boarding or fly fishing in Arkansas, Montana and Alaska at the top of her list. She lives in East Austin with her husband, Wes, and their dog, Gabby.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®”. Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.