CB Wealth Advisory
Christina Bush began her career in the financial industry with Wells Fargo Investments in 1992, shortly after receiving her Bachelors degree from Western Carolina University. She received her licensing and quickly progressed to a position as a Vice President/Senior Financial Consultant. She spent the next 17 years with the firm, eventually managing around $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. In 2014 CB Wealth Advisory acquired Beierschmitt and Associates, a 35 year old wealth management firm in Lake Forest, CA, adding several hundred accounts to her book of business. In 2020 her practice affiliated with Cambridge Investment Research, Inc., one of the largest and most prestigious Independent Broker/Dealers in the country.
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. Christina's chief goal is to meet or exceed the expectations of her clients who rely on her for innovative financial services and responsive attention to their needs. She is able to accomplish this through a very comprehensive financial management approach within one integrated program of customized services and a vast array of products while considering estate planning and tax issues. Using a disciplined investment process, she creates customized portfolios that seek to preserve and enhance the wealth of her clients. Christina is a member of the National Care Planning Council and the Financial Services Institute.
Securities are offered through Cambridge Investment Research, Inc., Member FINRA/SIPC. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm. Christina Bush; Registered Representative - CA Insurance license #0B48734. CB Wealth Advisory, Cambridge Investment Research, Inc. and Cooper McManus are separate entities. Christina Bush is securities licensed in the following states: AZ, CA, FL, ID, GA, MD, MI, MN, NC, NM, NY, OR, TX, UT and WA.
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
