Christine Remedios is a CFP-designated registered investment advisor at Remedios Financial Planning, based in San Francisco, CA, with 10 years of industry experience. Christine 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, Insurance Planning, and 5 more. Their firm serves 53 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Limited scope planning engagement: Billed at $400 per hour, in 6-minute increments. A deposit may be requested.
- Project-based planning engagement: Fee is based on the hourly rate multiplied by the estimated time to complete the agreement. A deposit of up to 25% of the expected project cost may be requested.
Contact
Christine Remedios
Location
One Embarcadero Center, Suite 1200, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Remedios Financial Planning
State Registrations1 state
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Exams
Additional Information
Chris Remedios is a Certified Financial Planner™ professional at Remedios Financial Planning, an hourly financial planning and investment advice firm in San Francisco. She graduated with a degree in Management Science and a minor in Applied Mechanics and Engineering Science from UC San Diego and gets a thrill out of transforming client’s financial data into a story that helps clients take their next, best, financial steps.