Christine S. Brand
Financial Advisor and Tax Specialist
“There is great reward walking alongside my clients and helping them pursue their financial goals. I am excited to impact financial lives, and love to look back on the journey and celebrate the excitement of many who are closer to the life they imagined they could have,” says Christine who aspires to help others.
Christine earned her Bachelor's degree in Chemistry with a minor in Math, from California State University in Fullerton in 1991. She began her career as a tax consultant in 1993, and in 1994 studied for and earned her designation of Enrolled Agent allowing her to represent her clients before the IRS. In order to provide more for her clients, she became a financial adviser with HD Vest Investment ServicesSM in 1998. She holds Series 6 - Investment Company Products/Variable Contracts Representative Series 7 - General Securities Representative Series 63 - Uniform Securities Agent State Law Exam Series 65 - NASAA-Investment Advisors Law Exam.
In 2007 an opportunity for business ownership was presented. Now, she is the sole owner of Christine S. Brand Finance and Tax Consulting, in the city of Corona, where she is able to help clients pursue the life they have imagined. Christine has a great conviction and heart to see people succeed and build true wealth. She loves to help others to find a balance in their financial lives and move closer to their dreams for the future.
She believes that there are 8 Wealth Management Issues that are important to clients and their families. Each of these issues is interrelated and, in fact, acts like a balancing scale. If you make an adjustment to one issue, it affects the others. A properly structured financial plan* enables you to prepare for many financial challenges that may occur during various stages of your life. Through the financial planning* process, she helps you assess financial need, develop strategies to pursue goals and strengthen your financial future.
All 8 of these Wealth Management Issues have a tax consequence. Working with Christine will help you understand the consequences and plan accordingly while minimizing tax.
She firmly believes her purpose is to change lives and inspire her clients to build "true wealth"— one person, one family, one business at a time.