Christa Irwin is a licensed independent financial professional with expertise in Annuities, Life, Health, and Long-term Care. She also holds the esteemed Series 65 FINRA license (fiduciary).
Prior to her career in financial planning, Christa earned a degree in Mechanical Engineering and honed her skills with renowned international industry leaders such as Boeing, Bosch, and Holcim.
Christa brings her engineering background and data analysis skills to her retirement planning practice. She thrives on the challenge of understanding her clients’ unique needs and crafting customized retirement plans to benefit each individual. Clients value her for her honesty, unwavering integrity, and efficient use of time. She is committed to educating her clients on crucial financial aspects, including the distribution phase, sequence of return risks, and strategies for tax efficiency, ensuring they have confidence in their retirement plans and financial futures.
On a personal note, Christa is a world champion triathlete who enjoys exploring foreign countries, gardening, and biking. She shares her life with a 16-year-old daughter named Carolina Skye, a dog named June, and a cat named Cosmo.
