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OUR PEOPLE  Christine G. Falvello M.S. CFPThere are many ways a financial planning firm can be structured. The focus can be on selling product - in this case the financial advice offered is incidental to the primary goal of sales.
Christine G. Falvello takes a different approach. She founded Navigate Financial Advisors based upon her core belief that in the financial planning relationship the client always comes first. From this advisor-as-fiduciary approach has flowed all other elements of the firm.
Chris’s early education, training and work experience was in Psychology and Counseling. With this background it seemed natural to continue in a counseling role as a trusted advisor on financial affairs.
Steps along the way included becoming a Certified Financial Planning professional and completing a Master’s Degree in Financial Planning with a specialization in Retirement Planning.
Prior to founding Navigate Chris served as a key financial advisor at the start up of a wealth management firm. During her tenure the firm grew and became nationally recognized. After 10+ years with this firm Chris decided to establish her own firm closer to her homes in northeastern Pennsylvania and in southern Delaware.
Chris is an active member of the National Association of Personal Financial Advisors or NAPFA - a nationwide organization of fee-only financial planning professionals. She is also a member of The Garrett Planning Network of fee-only financial advisors providing hourly, as-needed financial advice. Chris is a member of the Estate Planning Council of Northeastern Pennsylvania. Chris divides her time between Sugarloaf, PA and Ocean View, DE. She enjoys walking, reading, gardening, interior decorating, refinishing old furniture and spending family time with her husband, parents, three grown children, other friends and relatives and their various and assorted pets. email: CFalvello@NavigateFP.com Be sure to check back here for new people as our firm grows! |
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