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The Jali Ep 144: Achieving Financial Security
Manage episode 439813977 series 3600255
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Join me as I chat with Christian Chukwuma, an independent Financial Planner and Accredited Investment Fiduciary® with Osaic Wealth as we navigate financial strategies that align with your vision for the future and build your wealth to achieve personal financial security goals.
Christian is more than just an independent Financial Planner and Accredited Investment Fiduciary® with Osaic Wealth. He is a partner in your financial journey, someone who listens deeply to your hopes, dreams, and concerns, and works alongside you to shape a future that reflects your most important values.
Specializing in retirement income planning, 403B & 401k management, behavioral financial coaching, and insurance protection (life & long-term care), Christian’s approach is not just about numbers but about creating financial peace of mind.
Beginning with a meaningful conversation about your goals and values, Christian partners with your CPA, attorney, and other trusted professionals to craft a financial plan that truly reflects who you are and what matters most to you”.
He earned his bachelor’s degree in economics and an MBA in Finance from the University of South Florida, Tampa, Florida, and further deepened his expertise by obtaining the Behavioral Financial Advisor (BFA) designation. This enables him to not just prepare you for retirement but also for the inevitable uncertainties of life with compassion and foresight.
In 2020, he proudly earned the highly regarded designation of Accredited Investment Fiduciary® (AIF®), affirming his commitment to act in your best interest. His success is truly measured by your success.
Christian’s impact stretches far beyond his profession. Deeply passionate about his community, he has served on the boards of Tri-Valley Haven, a domestic violence center, and The Rotary Club of Livermore. He is also a valued member of the Tri-Valley Estate Planning Council, where he served on the board for two years, helping to connect people with the resources and guidance they need to plan for their futures.
At home, Christian finds joy and balance in the love of his wife and four children. His life is full of meaning through travel, giving back, and savoring time with family and friends. Christian isn’t just helping clients secure their futures—he’s building a life rooted in purpose, community, and connection.
Social Media Accounts:: https://www.facebook.com/chukwumafinancial
https://www.linkedin.com/in/christian-chukwuma-mba-aif-bfa-0298872a/
https://x.com/chukwumaFA
#ValuesDrivenAdvice
#HappyRetirement
#Liveyourdreams
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