Christina
Traurig
Cornerstone Financial Planning, LLC
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About this Advisor
Christina Traurig is a certified financial planner operating out of Portsmouth, New Hampshire with a total of 6 years of relevant experience. Traurig is an advisor for Cornerstone Financial Planning, LLC. During their career, the advisor has held roles at Winebrenner Capital Management LLC, Fifth Third Bank, Turner Construction, University Of Louisville and Cornerstone Financial Planning. Traurig holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Maine, New Hampshire and Texas. Cornerstone Financial Planning, LLC is a registered investment business that has its headquarters in Portsmouth, NH. It has offices in two locations and a total of seven advisors. It oversees $254 million in total assets between its 902 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 902 customer accounts, 51% belong to high-net-worth investors who have greater than $1 million in assets. Cornerstone Financial Planning, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually are based on which service is provided. Fees billed by Cornerstone Financial Planning, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Financial Planning, LLC Brokerage Details
$254,201,637
7
902
$281,820
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christina Traurig Work History
Christina has been registered as a financial advisor for 6 years.*
Cornerstone Financial Planning
Cornerstone Financial Planning
Winebrenner Capital Management LLC
University Of Louisville
Fifth Third Bank
Turner Construction
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christina Traurig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cornerstone Financial Planning, LLC
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portland, ME
Portsmouth, NH
Portsmouth, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
