CHRISTINA M. O'CONNELL,  CFP<sup>&reg;</sup> - Financial Advisor

CHRISTINA M. O'CONNELL, CFP®

CPA PFS AIF CRP

PRINCIPAL

POLARIS FINANCIAL STRATEGIES GROUP

2 CARDINAL PARK DRIVE, UNIT101B
LEESBURG, VA 20175
FINANCIAL ADVISOR'S WEBSITE
(703) 467-0370 CONNECT WITH CHRISTINA
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General

CHRISTINA O'CONNELL is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at POLARIS FINANCIAL STRATEGIES GROUP in LEESBURG, VA and the surrounding communities.

Financial Advisor Overview

Planning, process, results. Christina has worked for more than twenty years with private clients to manage their financial life and deliver results. Her practice is very high touch, starting with a personalized and detailed plan leading to a customized wealth management strategy designed to achieve your most important long-term goals. She helps her clients with all aspects of their financial planning, asset, income and risk management, succession and strategic legacy planning. A consistent process, ongoing communication and utilizing professionally managed investment portfolios contribute to successful and realistic outcomes for her clients.

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Financial Advisor Experience

She has over 30 years combined financial industry experience, having started in corporate finance after receiving her BBA in Finance from The George Washington University. She earned her Masters in International Transactions from the International Institute at George Mason University. She worked as a CPA with PriceWaterhouse in DC and as the International Internal Audit Manager for a multi-billion dollar diversified services public company. She worked with some of Wall Street’s most prestigious firms for the past twenty years - Smith Barney and UBS Financial Services - before joining Polaris Financial Strategies Group in 2018

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - Chartered Retirement Plans Specialist (CRPS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Polaris Financial Strategies Group or CES insurance Agency.div>

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources