- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Ocean View, DE 19970
Sugarloaf, PA 18249
Christine Falvello is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
There are many ways a financial planning firm can be structured. The focus can be on selling product - in this case the financial advice offered is incidental to the primary goal of sales.
Christine G. Falvello takes a different approach. She founded Navigate Financial Advisors based upon her core belief that in the financial planning relationship the client always comes first. From this advisor-as-fiduciary approach has flowed all other elements of the firm.
Chris’s early education, training and work experience was in Psychology and Counseling. With this background it seemed natural to continue in a counseling role as a trusted advisor on financial affairs.
Steps along the way included becoming a Certified Financial Planning professional and completing a Master’s Degree in Financial Planning with a specialization in Retirement Planning.
Prior to founding Navigate Chris served as a key financial advisor at the start up of a wealth management firm. During her tenure the firm grew and became nationally recognized. After 10+ years with this firm Chris decided to establish her own firm closer to her homes in northeastern Pennsylvania and in southern Delaware.
Chris is an active member of the National Association of Personal Financial Advisors or NAPFA - a nationwide organization of fee-only financial planning professionals. She is also a member of The Garrett Planning Network of fee-only financial advisors providing hourly, as-needed financial advice.
Chris divides her time between Sugarloaf, PA and Ocean View, DE. She enjoys walking, reading, gardening, interior decorating, refinishing old furniture and spending family time with her husband, parents, three grown children, other friends and relatives and their various and assorted pets.