Christina Forman


Christina Forman

CERTIFIED FINANCIAL PLANNER®

Christina loves getting to know her clients and learning about what is important to them. She has an inquiring and caring approach to client meetings and the ability to build long-lasting, truly valuable relationships with her clients. Christina is inspired to help her clients achieve a truly unique RetiremeantTM Plan that fulfils their individual needs and aspirations.

Christina joined the financial services industry in 2000 and her passion to add value to her clients encouraged her to continue learning – she achieved her CERTIFIED FINANCIAL PLANNER® status in 2012.

Christina joined Chartered Wealth Solutions in May 2013 as a RetiremeantTM Specialist. She is thrilled to work for a company that has spearheaded the change in focus from crunching the numbers to building a “living” RetiremeantTM Plan modelled to the client’s needs and wants. Chartered Wealth Solutions’ holistic philosophies resonate with Christina and she has found great synergy between her beliefs and their client-focused approach followed by Chartered Wealth Solutions. With all the information available to clients today, Christina believes that they need help 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.

Connect with Chartered

Telephone: +27 11 502 2800
Fax: +27 11 502 2812

Email: info@charteredwealth.co.za

Chartered Wealth Solutions is an authorised financial services provider

Chartered House, 2 North Road, Dunkeld West, Johannesburg