CM
CFP
CM
CFP

Christina Mitkonis

13 Years of Experience
BrokerSells Insurance

Christina Mitkonis is a CFP-designated registered investment advisor at Financial Foundations, INC., based in Boston, MA, with 13 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only

Fee Structure

Financial Foundations charges $250 per hour for financial planning services. The cost and scope of services will be specified in your financial planning agreement.

Hourly Rate:$250/hr
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Location

Boston, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christina is an IAR of Financial Foundations, Inc., providing financial planning services. She also sells fixed insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
Financial Foundations, INC.
March 2017 - Present · 9 yrs 1 mo
Commonwealth Financial Network
January 2013 - Present · 13 yrs 3 mos
Commonwealth Financial Network
October 2012 - Present · 13 yrs 6 mos
Commonwealth Financial NetworkBroker
October 2012 - Present · 13 yrs 6 mos
State Registrations13 states
CACTFLLAMANCNHNJNYOHRITXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.