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Strategic Advisor
christy charise founded strategic advisor after having built an award winning financial advisory practice (saugatuck financial) with her husband, justin. in 2018, he was named among the top 20 nm financial reps in the country and #8 among 5 star pathfinder practices, nationwide. christy's unique background combines a deep understanding of the financial services and asset management industries with broad management and strategy consulting experience. together, this background, combined with an intimate understanding of the challenges inherent in running a successful advisory practice, allow her to provide objective insights and practical solutions for advisors at all stages.
Frequently asked questions about Strategic Advisor
Let us help answer the most common questions you might have.
Where is Strategic Advisor located?
Strategic Advisor's headquarters is located at 39 Imperial Avenue, Westport, Connecticut, United States, 06880
What is Strategic Advisor's official website?
Strategic Advisor's official website is strategicadvisor.co
How many employees does Strategic Advisor have?
Strategic Advisor has 2 employees
What industry does Strategic Advisor belong to?
Strategic Advisor is in the industry of: Management Consulting
What are Strategic Advisor's social media links?
Strategic Advisor Linkedin page
Distrobird — Free Sales Engagement Platform
Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.
Create a sequence — it's free