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Christine R. Schmitt, CFP® ChFC CDFA

Investment Advisory Corporation

20719 Sterlington Dr
Land O Lakes, FL 34638
Phone: (813) 949-1300
Fax: (813) 949-1105

Web site

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

About My Practice

Biographical Information


Christine R. Schmitt


Christine is the president of Investment Advisory Corporation, located at the Wealth Management Center in Land O Lakes, Florida.  As a Registered Investment Advisor Associate, Christine's areas of expertise include:

* Small Business Retirement Plans
* Financial Planning
* Investment and Insurance Analysis
* Portfolio Evaluation
* Fee Based Portfolio Design and Management
* Estate Planning
* Divorce Mediation and Arbitration
* Expert Witness Testimony

After earning a BA from University of South Florida, Christine advanced her knowledge and proficiency by receiving designations from various financial organizations. These designations include: ChFC (Chartered Financial Consultant), CDFA (Certified Divorce Financial Analyst) and CFP® (Certified Financial Planner).  Christine is a member of the Financial Planning Association.

In addition, Christine holds Series 24, 65, 6, 7, and 63 FINRA securities registrations. She is registered for securities in the following states: AL, CA, FL, GA, IL, MA, MD, MI, MO, MS, NC, NJ, NV, NY, PA, SC, TX, UT, VA, WA, WI

Furthermore she maintains her Florida Life, Health, Variable Annuity, and Real Estate Licenses.

Furthermore she maintains her Florida Life, Health, Variable Annuity, and Real Estate Licenses.

 

Experience

CFP® ChFC CDFA

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65
Insurance Licenses
Life insurance: FL, Health/disability insurance: FL, Fixed annuities: FL, Variable annuities: FL
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Divorce Financial Analyst
Broker-Dealer Affiliation
LPL Financial
Broker-Dealer Disclaimer
Securities offered through LPL Financial, a Registered Investment Advisor-Member FINRA/SIPC

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.