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Meet Christian

 

Christian is a Client Service Associate at Main Street Financial Life Advisors, LLC®, and Roman & Kulpa, LLC. As part of the advisory and tax planning teams, Christian’s goal is to ensure a smooth process for our clients by assisting the wealth advisors with necessary account maintenance and setup.

Prior to joining the firm, Christian worked as a Wealth Client Consultant at Citizens Bank/Citizens Investment Services. Working closely with financial advisors as well as affluent households in the New England region, Christian worked to develop relationships and nurture a positive connection between bank customers and Investment Advisory Services.

Christian has experience working with investment advisory applications and on financial planning models. He has worked with clients of diverse backgrounds and needs, and uses his knowledge and professionalism to best serve them.

Christian earned a Bachelor of Arts in Criminal Justice from Arcadia University, with a minor in Accounting. He also holds the (NASD) Series 65 registration.

Christian lives in the Holmesburg section of Philadelphia. He enjoys traveling as much as possible and playing golf. Christian also bartends at the Union League Golf Club at Torresdale on the weekends and for special events.

 

 

Favorite quote:

“Hard work beats talent when talent fails to work hard.” – Kevin Durant

Places I’d like to visit:

Bali and Tahiti