Christie Cheng

Financial Services Professional & Financial Literacy Advocate

Personal Notes

Hello America! I know you are busy with your daily lives and activities, so thank you for checking me out! Did you know that financial wellness is directly related to health, happiness and longevity? My mission is to help individuals create a financial world which will support their goals and dreams for the ultimate vacation: RETIREMENT! This process will involve some laughs, some homework, maybe some tears but most importantly it will leave you with the foundation and knowledge to set up the future you want.

Bio

Christie Cheng is an NFEC Certified Financial Education Instructor.

Breaking into the Financial Services industry in 1999, Christie is one of the pioneers of employer sponsored retirement plan education. She heads up the Client Relationship Management Team at Retirement Solution Group and sets out to meet with hundreds of plan participants and Trustees personally each year nation wide. Utilizing a non-conventional method of education, empathy, connection and engagement, her team creates fun and interactive programs to help employees see the utter importance of retirement savings and planning. Her recent nomination in 2017 for Best Female Advisor of the Year garnered much accolade and attention. With a husband, two children, an adopted cat and an excessive love for food and drink, Christie’s favorite quote reads “The road to success is always under construction”, by Lily Tomlin.

If you are still reading this, then I am impressed and assume that you must want to know more about me. Here are some more facts about myself: Mom, traveler, head chef, driver, fashionista, trilingual, wife, ponytail queen, tennis player, securities licensed, asleep by 9:00 PM most nights, passionate, purist, world class window cleaner, technology-impaired and a cool boss.

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