CB Wealth Advisory
Christina Bush began her career in the financial industry with Wells Fargo Investments in 1992 shortly after graduating from Western Carolina University. She quickly progressed to a position as a Vice President/Senior Financial Consultant, managing approximately $70 million in assets. After great reflection, she decided in 2010 to start her own independent practice, CB Wealth Advisory, where she specializes in assisting her clients with investments, estate planning, insurance, retirement income and wealth transfer.
Along with her clients, Christina develops a customized financial roadmap designed to suit their dreams, estate planning goals, vision of retirement and the legacy they wish to lead behind. Guiding each portfolio is a conviction that investment decisions are made with the clients' interests and objectives foremost in mind. She uses a rational approach to portfolio construction that is centered on strategic asset allocation--determining the optimal combination of asset classes designed to produce growth, and income, while minimizing capital risk.
At the end of 2013 CB Wealth Advisory acquired Beierschmitt and Associates, a 35 year old wealth management firm in Lake Forest, CA.
Securities are offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm. Christina Bush; Registered Rep. CB Wealth Advisory and the Securities America companies are unaffiliated. CA Insurance license #0B48734 Securities licensed in: AZ, CA, FL, GA, MD, MI, MN, NC, NY, OR, TX, UT and WA.
Christina is a member of the National Care Planning Council, the Financial Services Institute and she is an Advisory Council Member for the San Clemente Senior Center. Because of her passion for wildlife, photography and journalism, Christina founded Youth for Wildlife in 2009 to raise awareness for the conservation of endangered species all over the world. Her work has been featured by Animal Planet, National Geographic, ABC's Extreme Home Makeovers, The International Anti-Fur Coalition, The Paw Project and Expressions Magazine, among others. It can be seen at christinabush.com and youthforwildlife.com.
Professional Designations and Licenses:
- CES (Certified Estate and Trust Specialist)
- CAS (Certified Annuity Specialist)
- CMFC (Chartered Mutual Fund Counselor)
- Series 7 (General Securities Registration)
- Series 6 (Investment Company Products Registration)
- Series 63 (State Securities License)
- Series 65 (Registered Investment Representative)
- Certified Estate and Asset Protection Planner
- Life Insurance License
- Accident and Health Insurance License
- Variable Contracts License
- Disability Insurance License
- Long Term Care certification
Education and Training:
Western Carolina University, Cullowhee, NC
BS in Political Science/Pre-Law, Minor: Criminal Justice - 1992
College for Financial Planning, Denver, CO
Chartered Mutual Fund Counselor Designation - 2001
Institute of Business and Finance, La Jolla, CA
Certified Estate & Trust Specialist Designation - 2010
Certified Annuity Specialist Designation - 2011