Christian Financial Planning & Investment Services, LLC
Christian Financial Planning & Investment Services, LLC (CRD# 118163) is a financial advisory firm headquartered in Cincinnati, OH. They manage $1,229,669 in 41 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$29,992
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Victoria Watt (CRD# 1870314) is an Investment Advisor Representative working at Christian Financial Planning & Investment Services, LLC in Cincinnati, OH and has over 27 years of experience in the finance industry. Victoria Watt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.