Christina Lynn

CFP®, CDFA®, AFC®, CDAA™

She used to talk about money, now she creates wealth. Christina is a wealth management consultant.  Her financial planning style can be described as holistic and evidence-based, with a focus on life-planning and innovation.   

Living out her mission to empower others with their financial journey, Christina serves as an instructor of wealth management at Columbia University’s School of Professional Studies. 

Weekends and early mornings are for hitting the books. Christina is currently a doctoral candidate in personal financial planning at Kansas-State University.  Behavioral finances, divorce finances, and digital assets are topics of her writing. She strives to incorporate her research skills and knowledge into her wealth management work. Likewise, she utilizes her experience as a financial planning practitioner to inform her academic research. She has been published in the Journal of Financial Planning and Counseling as well as the Journal of Financial Planning. 

Innovation and technology also fuel her passion as a member of PlannerDAO, a DAO for financial advisors. In this team of trailblazers, she leads the research working group and is a member of the education working group.   

Do we have a lot in common?  Reach out,  let’s connect and talk about your future wealth.

Christina holds a bachelor’s degree from UW-Madison and a master’s degree in family financial planning from South Dakota State University.  As well as multiple professional designations, including

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Divorce Financial Analyst®
  • Accredited Financial Counselor®
  • Certified Digital Asset Advisor™
  • Master’s degree in Family Financial Planning
  • Wealth management consultant
  • Wealth management lecturer
  • Doctoral candidate in Personal Financial Planning
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Divorce Financial Analyst®
  • Accredited Financial Counselor®
  • Certified Digital Asset Advisor™
  • Master’s degree in Family Financial Planning
  • Wealth management consultant
  • Wealth management lecturer
  • Doctoral candidate in Personal Financial Planning

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The information provided by Christina Lynn is for informational purposes only. It should not be considered legal or financial advice. You should consult with an attorney or other professional to determine what may be best for your individual needs.

Christina Lynn does not guarantee or make any promises as to any results from using our content. No one should make any investment decision without first consulting their own financial advisor and conducting their own research and due diligence.

To the maximum extent permitted by law, Christina Lynn disclaims any and all liability if any information, commentary, analysis, opinions, advice, and/or recommendations prove to be inaccurate, incomplete, or unreliable or result in any investment or other losses. The content contained on or made available through the website is not intended to and does not constitute legal advice or investment advice, and no attorney-client relationship is formed.

Your use of the information on the website or materials linked from the Web is at your own risk.

1. Your Information and How We Use It

Personally Identifiable Information (“PII”) may be collected when you contact us for information regarding scheduling a consultation.

PII collected may include:

Personal information (such as your name, address, e-mail address, payment information, and location); and aggregate information (such as the number of visitors accessing our website daily). (Third Party Vendors)

 1.1 Automatically-Collected Information

We may automatically receive certain types of information whenever you interact with our website. For example, when you visit our website, our systems may automatically collect your IP address and the type of browser you use. Information may be automatically collected through the use of “cookies.” We may also collect information about your browsing behavior, such as IP address information, entry and exit points for a website, page views, and impressions. This information may be used to help analyze website traffic and improve our services.

 1.2 Cookies

To make our website work properly, we may place small data files called cookies on your device. Cookies are small text files that a website saves to your computer or mobile device when you visit a website. They enable the website to remember your actions and preferences over a period of time.

In general, we use cookies to collect information to determine how to improve our website by seeing which areas and features are most popular, personalizing the website, and improving the website experience. Most browsers automatically accept cookies as the default setting. You can modify the setting to reject cookies or prompt you before accepting a cookie from a website you visit by editing browser options. If you decide not to accept our cookies, you will still be able to access our website, but you may not be able to use some of the website’s features or services, and you may have a less satisfactory experience.

 1.3 Web Beacons

Web beacons are small, transparent graphic images that are delivered through a web browser or HTML e-mail. Web beacons may include GIF or PNG images, pixels, JavaScript, or other tags used to track visitor activity on a particular web page or view a particular e-mail. Web beacons may send this information directly to us or third parties we have approved to receive the information.

 1.4 Do Not Track Requests

Our website does not respond to browser-based, Do Not Track requests or signals. However, we do not permit third parties to collect a visitor’s PII while a visitor is on our website.

 1.5 Use Of Personally Identifiable Information

In general, we use PII to serve our clients, enhance and extend our client relationships, and market our services.

PII is used to:

  • Complete billing;
  • Respond to your inquiries; or
  • Notify you regarding updates.

a) As Required By Law; For Protection We may disclose any PII if:

  • required to do so by law, or
  • such action is necessary or desirable to: protect or defend our legal rights and property, or those of our visitors, or protect the health and safety of our visitors, staff, service providers, or the general public.

2) Third-Party Websites

We may provide links to third-party websites from our websites as a service to our visitors. We are not responsible for the content or information collection practices of those websites. Such websites’ privacy policies will differ from ours. Therefore, we encourage you to review and understand their privacy practices before providing them with PII. We have no control over the security of other websites on the Internet that you might visit, interact with, or from which you buy products or services.

3. Children’s Privacy Policy

Our website is intended for use by individuals at least age 13. We do not knowingly collect PII from children under age 13. If a child under age 13 has provided us an e-mail address, the child’s parent or legal guardian may remove your child from our e-mail lists by filling in the contact form. We will use commercially reasonable efforts to delete such information from our existing files.

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If you have previously provided an e-mail address to receive electronic communications and would like to be removed from the list, you may contact us via the contact form. Additionally, you may opt-out of receiving electronic communications by clicking on the “unsubscribe” link at the bottom of any e-mail received from us.

5. Contact Us

If you have questions, concerns, or comments about your privacy rights, you may contact us through the contact form.