linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christina Marie Simmonds

Hapanowicz & Associates Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christina? Claim Your Profile

About Christina Marie Simmonds

Christina Simmonds is a financial advisor with Hapanowicz & Associates Wealth Management. Christina has been in the financial industry since 2015. She is registered with the state of Pennsylvania. Christina specializes in providing financial planning and investment advice to individuals, businesses, and qualified retirement plans. Christina is committed to helping clients achieve their financial goals through personalized financial planning and investment management services.

Firm Information

Christina Simmonds is currently registered with Hapanowicz & Associates Wealth Management. Hapanowicz & Associates Wealth Management is a wealth management firm based in Pittsburgh, Pennsylvania, with over 497 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals and businesses, and pension consulting services to a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, and qualified retirement plans. The firm also offers educational seminars to help clients better understand their financial options. Hapanowicz & Associates Wealth Management is a registered investment advisor with the Securities and Exchange Commission.
Hapanowicz & Associates Wealth Management

301 GRANT STREET

PITTSBURGH, PA 15219

$497.45M

Assets Under Management

13

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Planning fees based on a percentage of client's income

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christina Simmonds’s Registration & Firm History

PA

03/22/2016 - Present

Hapanowicz & Associates Wealth Management (PITTSBURGH PA)

Not sure if Christina Marie Simmonds is right for you?

Licenses & Designations

BOTH

Issued 08/29/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christina Marie Simmonds.
Not sure if Christina Marie Simmonds is right for you?