Christina T. Lewis is a member of The Spectrum Planning Group team in Boca Raton, FL, and for almost thirty years has been advising pre-retirees, retirees, small business owners and professionals how to protect their assets by investing wisely and identifying most common financial mistakes.

Christina graduated St. John’s University in 1983 with a B.S. in Finance and began her career on Wall Street with an accounting firm that handled the transactions for three mutual fund companies. After obtaining her Series 7, and Series 63 and Life Insurance license, she became a financial advisor for the Bowery Savings Bank in New York. Subsequently Christina became an Independent Financial Consultant, obtained her Series 65, allowing her to focus on her clients’ goals and needs.

Christina’s approach is simple and easy to understand, and she gives her clients the personal service they deserve by monitoring life changing events such as retirement, separation of households, purchase of a new home, or new addition to the family. Her goal is to guide her clients during retirement in order to not outlive their money. She works closely with her clients’ attorneys and accountants to assure that the financial plan works in conjunction with her client’s goals.

In 1999, Christina moved to West Palm Beach, Florida with her husband and two daughters. For the past ten years, she has taught Catechism at her local church in Wellington and is an active member in her church community. Christina is also the Treasurer for the Girl Scout Troop #39 which she actively takes part at troop fundraisers and activities.