CR
CFP

Christine Garceau Remedios

10 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
61 clients
Average Client Portfolio
Not specified

Fee Structure

Hourly Rate:$400/hr

Remedios Financial Planning charges $400 per hour for limited scope planning engagements, billed in 6-minute increments. Project-based planning fees are based on the hourly rate multiplied by the estimated time to complete the project. Workshop fees range from $25 to $100 per session. Fees may be discounted but are not negotiable.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

Four Embarcadero Center, Suite 1400, San Francisco, CA, 94111

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Contact
Christine Garceau Remedios
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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Employment History
Current Registrations
Remedios Financial Planning
July 2015 - Present · 10 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
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.

CR
Contact
Christine Garceau Remedios
Christine Garceau Remedios - Financial Advisor | AdvisorDiscover