Christina Fransckiewich, CFP®

Wealth Planning Coordinator, VP

Christina works with Andrew to analyze clients' complex financial situations and devise strategies tailored to meet the individual needs of our clients. Her background as an advisor is an important part of the team's ongoing due diligence and research process. She assists Andrew with comparing external managers' performance and risks, and helps to review various money managers, mutual funds, ETFs, and fixed income investments that the team considers when designing a client portfolio.  She is a resource for clients when they have questions about their investments and the markets.  Additionally, Christina works with existing clients to assemble thorough financial plans and to review them with clients.  She also helps coordinate various aspects of a client's investment plan with other professional advisors such as a client's CPA or estate attorney.*

Christina brings extensive experience in trust and investment planning to the Lewis Financial Group. In 2008, her desire to advise clients on individual investment choices led her to become a financial planning associate on an advisory team at Morgan Stanley in Northern Virginia.  She joined The Lewis Group after deciding that she could best serve clients as a team member of an independent practice.

Christina enjoys exercising, gardening, visiting the beach, and playing with her dogs, Max and Saylor

 

*The Lewis Financial Group acts as a registered investment advisor and does not provide any legal, accounting or tax advice. You should seek the counsel of a qualified accountant and/or attorney when necessary.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Phone 703-288-1272
Fax 703-288-1276