Christina Forman

CERTIFIED FINANCIAL PLANNER®

/Christina Forman
Christina Forman 2017-11-14T13:26:08+00:00

Christina loves getting to know her clients and learning about what is important to them, because she wants the best for them.  The relationship-building aspect of her job allows her to create truly bespoke financial plans unique to each client.

Christina joined the financial services industry in 2000 and her passion to add value to her clients, encouraged her to continue learning more.  This resulted in her obtaining her CERTIFIED FINANCIAL PLANNER® status in 2012.

After gaining practical experience in the industry, Christina joined Chartered Wealth Solutions in May 2013 as a Retirement Specialist.  She is thrilled to be working for a company which has spearheaded the change in focus from crunching the numbers to building a “living” plan modelled to the client’s needs and wants.  Chartered’s holistic philosophies resonate with Christina and she has found great synergy between her beliefs and their client-focused approach. With all the information available to clients today, Christina believes that they need help in navigating the options available to them.

Christina is married to a photographer and has twin girls; spending time with them is a top priority in her life.  She also loves to experiment in the kitchen when she is not doing research or reading.

You can contact Christina at Chartered House in Johannesburg on 011 502 2800 or via email christina@charteredwealth.co.za