Jeff A. Christie
Wealth Manager
CA Insurance License #0F01343
Phone: (858) 485-0404 Ext. 128
We are pleased to announce that Mr. Christie was named as a FIVE STAR: Best in Client SatisfactionSM Wealth Manager for 2010, his 3rd consecutive year!*
Jeff A. Christie is a Senior Wealth Manager at Ken Stern & Associates (KS&A) and Asset Planning Solutions, Inc. Mr. Christie has been with the firm since 2004.
Mr. Christie discovered his love of finance and retirement planning early in his career, and is noted for his work in creating financial plans for long-term investments as well as in managing assets for individuals and small businesses.
Mr. Christie has appeared on San Diego’s channel 8 and channel 6 news broadcasts, as well as numerous radio stations including, KOGO 600 AM, KFMB 760 AM, KPRI 102.1, and Walrus 105.7, offering financial advice and tips.
Mr. Christie lives with his wife Bekah in San Diego, where he is very involved with his church, serving as a mentor for young adults in the youth program, as well as serving on the Board of Directors.
He obtained his Bachelor of Science in Finance from San Diego State University and holds his Series 7 and 66 securities licenses, as well as annuity and life and health insurance certifications.
* This distinction is awarded to wealth managers who have scored highest in client based research conducted by a national independent research company. It is awarded to less than 3% of wealth managers in the San Diego area.
Jeff A. Christie
CRD #4889641