Christine Sztukowski

Christine Sztukowski

Financial Advisor

Phone: 805.484.1011
Fax: 805.484.0420
 

 

Christine Sztukowski

AKA Helen Christine Sztukowski

 A trusted estate and financial advisor is one of the most important resources you and your family can have though out your lifetime.  Christine dedicates herself to her clients and their families specializing in creating an income during retirement, protecting assets, transferring their wealth to charities, family members, and providing insight in the decisions regarding end of life issues.

 Prior to her career in Financial Services Christine successfully worked in Business Management, Sales, and Marketing.Christine returned to school after her children were grown and has an Associate Degree in Business Management from Ventura College and a Human Resource Certificate from UCSB. 

 She served on the board for the Make-A-Wish Foundation Tri-Counties, and on the Advisory Board for the Business Department of Channel Island High School, and has been a member of the Ventura County Coastal Association of Realtors.  Christine is actively involved in the Ventura Chamber of Commerce, Soroptimist International, Focus on Senior and VCCAP serving seniors in our community.

 Christine and her husband are enjoying teaching their three grandchildren to Ski down a hill, Sail a boat to the beautiful Channel Islands, and Fly a plane hoping they too will enjoy life to their fullest.

 Education and Licensing:

 Associate Degree in Business Management from Ventura College

Human Resource Certificate from the University of California Santa Barbara

Estate Planner with Citadel Law Offices

Long Term Care Certified

Investment Advisor Representative with SagePoint Financial, Inc.
Series 6, 63, 7, and 66 Securities Registrations

California Insurance License Life and Health, CA Insurance Lic: 0E50230