Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Contact
Teresa Lipscomb Christensen
Location
Dunnellon, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Teresa Christensen owns Christensen Consulting, a sole proprietorship. She operates as a contractor for Coats Financial Planning under this business, working from home and visiting clients in Kentucky quarterly.
Employment History
Current Registrations
Coats Financial Planning
State Registrations3 states
Exams
Additional Information
Teri's personal experience with the value of Fee-Only financial planning after the birth of her first son encouraged her to follow her desire to serve others as a personal financial planner. She was pleased to be able to rejoin Coats Financial Planning as a Financial Planner after passing the Certified Financial Planner TM exam in July 2010.