Christine Rondeau

Neenah, WI

Professional Profile

As a Financial Advisor, Christine has been investing in her clients since 1995.

Christine’s core motivation is to help someone in need. She knows that money and finances can be difficult to discuss. Many of her clients have experienced difficult transitions and need an advisory team with the knowledge and skills to effectively support them in both financial, non-financial, and emotional ways.

Christine views each relationship as a partnership to build long-term financial security. She connects with her clients, helps them choose a strategy that fits their financial future, and walks alongside them through some of the most difficult and emotional times in their lives.

Education

  • University of Wisconsin-Eau Claire : Bachelors Degree
  • College for Financial Planning: Registered Paraplanner
  • Wisconsin Insurance License and Securities License
  • Certified Financial Planner, CFP

Christine earned her Bachelor’s degree at the University of Wisconsin-Eau Claire and narrowed her focus to helping others in the financial planning arena. In 1995, she joined a firm that specialized in retirement planning and served as the firm’s Executive Assistant in charge of client services. In 1997, she earned a designation as a Registered Paraplanner through the College for Financial Planning. From 2001-2003, she earned both her State of Wisconsin Insurance License and her Securities License to round out her ability to offer full-service financial planning to her clients. In 2006, Christine stepped out as the lead advisor of her own financial planning firm and in 2016, she earned her Certified Financial Planner, CFP.

As a Neenah, Wisconsin native, she and her husband, Royal, live in her hometown where they are raising their family and enjoying all the Fox Valley has to offer.

She is a proud member of the Philanthropic Education Organization and sits on the Worship Committee at her church. She loves mission trips and is hoping to help build houses in Guatemala with her daughter in 2022. 

Phone 920-886-1300
Fax 920-886-0018