Christina Dell'Aquila CWS®, CTFA, ATFA
Financial Planner
Christina Dell'Aquila is a financial advisor at Academy Financial with a Bachelor of Business Administration from Campbell University, where she majored in Trust and Wealth Management and minored in Financial Planning. With over a decade of experience in trust services at U.S. Trust, Bank of America Private Wealth Management and Wells Fargo Wealth Management, Christina had gained extensive knowledge and expertise in life insurance products and reading and interpreting trust and estate documents.
Areas of Expertise
- Financial and Retirement Planning
- Wealth Management Services
- Estate Planning Strategies
Mission
As a Financial Planner, Christina develops and nurtures client relationships, understanding their unique needs and goals, and delivering personalized wealth management solutions to help them achieve their financial aspirations. She is committed to providing exceptional service and expertise to her clients.
Community Involvement
Christina also has extensive knowledge of military retirement benefits and has worked extensively with the military community and their families. She is passionate about helping military personnel and their families navigate the complexities of military retirement and ensuring that they receive the benefits they deserve.
Personal Information
In her free time, Christina enjoys hiking, kayaking, and traveling. She is an avid outdoor enthusiast and loves exploring new places and experiencing new cultures. Her passion for adventure and exploration reflects her dedication to lifelong learning and personal growth.
Certifications
- FINRA Registrations: Series 7 and 66
- Life and Health Insurance Licensed
- Certified Wealth Strategist (CWS®)
- Certified Trust and Fiduciary Advisors (CTFA)
- Accredited Trust Financial Advisor Certification (ATFA)
Education
- Bachelor of Business Administration with a Major in Trust & Wealth Management and minor in Financial Planning, Campbell University