CR
CFP
CR
CFP

Christine Remedios

11 Years of Experience
San Francisco, CA

Christine Remedios is a CFP-designated registered investment advisor at Remedios Financial Planning, based in San Francisco, CA, with 11 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 6 more. Their firm serves 53 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Limited scope hourly planning — $400 per hour, billed in 6-minute increments for specific questions or guidance
  • Project-based comprehensive planning — Based on the firm's hourly rate multiplied by the estimated time required to complete a broad-based financial plan covering multiple areas
  • Educational workshops — $25 to $100 per session depending on the length and materials provided
Hourly Rate:$400/hr
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Christine Remedios

Location

One Embarcadero Center, Suite 1200, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Remedios Financial Planning
July 2015 - Present · 11 yrs 3 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Additional Information

Chris Remedios is a Certified Financial Planner™ professional at Remedios Financial Planning, an hourly financial planning and investment advice firm in San Francisco. She graduated with a degree in Management Science and a minor in Applied Mechanics and Engineering Science from UC San Diego and gets a thrill out of transforming client’s financial data into a story that helps clients take their next, best, financial steps.

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Christine Remedios