Who We Are

  • Christi Van Rite, CPWA®, CFP®

    Founder

    I began my career in financial services in 2005 focused on helping clients invest and plan. After many years in this business I saw a need to change how we approach our relationship with money.

    I have had incredible opportunities over my career to learn and grow from the professionals around me but more importantly from my clients. It’s the jump in, let’s figure it out game of Tetris that I love. Creative thinking, strategic moves and turning a challenge on its head is the magic to helping clients navigate the waters. Add a love for learning and you’ve got yourself a planner!

    I earned my bachelor’s degree in economics from Texas A&M University and hold both the Certified Private Wealth Advisor (CPWA®) and CERTIFIED FINANCIAL PLANNER (CFP®) designations. I am a member of the Family Wealth Alliance, the Financial Planning Association and a Leadership Austin Emerge Alumni.

    I love to travel, read and be outside. Backpacking, paddle boarding and fly fishing with my husband Wes and our dog Gabby are where you will find me on any given weekend.

    I believe in education, inclusivity and kindness.

    The world is a better place when we support each other.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®”. Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.