Christina Alvarez, FPQP™

Christina is the Director of Client Services at RTD Financial. Christina joined the firm as Client Service Associate in April 2017. Her primary role is to work closely with the Financial Planners to help meet all client requests and inquiries while providing prompt first class service.

Prior to joining RTD, Christina worked as a Client Service Representative at City of London Investment Management Company and an Investment Administrator for The Stanley- Laman Group, Ltd. Christina graduated from West Chester University with a bachelor’s degree in Political Science with a concentration in International Relations and a minor in Spanish and Latin American Studies. She is currently the committee chair for RTD’s Client Service Committee, co-chairs the Client Social Responsibility Committee and is a member of the Marketing & Communications Committee.

Christina resides in Philadelphia and in her spare time enjoys exploring Philadelphia’s diverse restaurant scene with her friends and family.  She is an avid reader, and enjoys watching Netflix and cooking.

Getting to know Christina

What do you enjoy most about working at RTD?

I enjoy the group of people I get to interact with every day. Our clients are truly some of the best I have gotten to work within my career.

What makes you good at what you do?

I am very personable and when you combine that with my need to get things done efficiently and well, you have a sure way to provide clients with top-notch service.

What’s the best piece of advice you’ve received?

It is okay to make mistakes, but it is even better when you learn from them to prevent them from happening again.

What’s the most exciting vacation you’ve taken?

I have been fortunate enough to travel to a few places in my lifetime, but my favorite to date has been Paris. I think it is probably one of the most magical and beautiful places on earth.

What did you want to be when you were growing up?

I wanted to be rich and happy. I am still working on the rich part.  However, a close second was to go to law school and then become an ambassador or diplomat. If that didn’t work out, I wanted to be a historian or a history professor.

Professional Designations & Memberships

Financial Paraplanner Qualified Professional