VICE PRESIDENT & WEALTH MANAGER
703-748-5813 | Christian.Polito@spireip.com
Christian Polito, CFP®, is a Vice President at Blisk Financial Group. He started his career in financial services in 2012. Christian’s main objective is to understand each of his clients’ financial goals, unravel the complexities associated with personal finance, wealth accumulation and management. Using a model of “integrated planning”, and wealth management, he guides clients through all the complexities associated with retirement planning, cash flow generation, and investment management to creates a “unique” and “well-thought-out” financial plan which addresses their “specific” needs. Christian also works on multigenerational counseling and cash flow. By working collaboratively with CPA’s, and Estate Planning Attorneys, he seeks to become a central resource for client’s financial affairs.
Christian is a member of Blisk Financial Group’s Investment Policy Committee (IPC) which develops the firm’s overall investment selections and policies.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a professional designation accomplished through the College of Financial Planning.
Christian calls the metro-area home, and is a graduate of Pennsylvania State University, Smeal College of Business. He holds a Bachelor of Science in Finance.
He holds the Securities Licenses; Series 7 “General Securities License”, Series 66 “Uniform Combined State Law”, registrations. In addition, Christian holds Life, Health, & Variable Annuity Insurance Licenses.
Christian enjoys the great outdoors, playing golf, basketball and watching sports - he considers himself an avid Penn State football fan! Christian spends his free time, exploring new restaurants with friends, and enjoys being an “active” uncle to his two active nephews!
Certified Financial Planner Board of Standards, Inc. CFP® owns the CFP® Certification mark, the CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
Christian holds a Series 66 securities registration and is a registered Investment Advisor Representative with Spire Wealth Management, LLC and is a Registered Representative with Spire Securities, LLC. Spire Investment Partners is the parent company of Spire Wealth Management, LLC and Spire Securities, LLC. Since 1997, Spire Investment Partners has offered turnkey resources for independent financial advisors by providing access points to strategic investment products, services, and technologies.