Christian Day has more than a decade of experience in financial services and leads a network of financial professionals focused on providing comprehensive, education-based financial planning.
Christian and his team take a collaborative approach, working alongside CPAs, securities-licensed financial professionals, insurance professionals, and other specialists to help clients see the bigger picture of their financial lives. The team works with families, business owners, professional athletes, and high-income households across the country.
Areas of focus include retirement and investment planning, tax-efficient strategies, life insurance, annuities, long-term care, education funding, business planning, and estate and legacy strategies.
For securities and investment advisory services, the team utilizes Transamerica Financial Advisors, LLC (TFA), a registered broker-dealer and investment adviser. Insurance strategies are offered through WFGIA, providing access to a broad range of financial solutions.
Our philosophy is simple: educate first, build a comprehensive strategy, and help every client leave in a stronger financial position than when we met.
Christian has built strategic relationships with professionals across multiple industries, including CPA firms, real estate professionals, and mortgage brokerages. References are available upon request, including Gowdy & McIntyre CPA Firm.
