Christena Stevens
 

 


Office Locations: Rochester

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Christena Stevens, CFP®

Professional

Chris joined our team in 2011 with a depth of experience in the financial advisory business. As a registered staff member, Chris is a CERTIFIED FINANCIAL PLANNERTM professional and holds FINRA Series 6, 7, and 63 securities registrations, as well as New York State insurance licenses in life and health. She is certified in NYS Partnership Long-Term Care Insurance.

A graduate of Wittenberg University, Chris began her career at IDS Financial Services, which eventually became Ameriprise Financial. Later she joined Chase Lincoln Bank, now JPMorgan Chase Bank, where she served as a senior financial advisor in the Trust department. Her drive to offer truly independent financial advice and services led her to open her own financial planning firm, Stevens Financial Advisors, in 1991. This opportunity allowed her to gain extensive experience in developing and managing investments, retirement, and estate plans, as well as providing employee benefits management to businesses.

As our business manager, Chris is responsible for the overall operations of our firm. She provides a wide range of client services and communications and is glad to help with any issues that may arise.

Personal

A native Rochesterian, Chris is passionate about urban revitalization and working to improve our great community. She is the current president of Upper Monroe Neighborhood Association, an active volunteer, avid gardener, and enjoys spending time with her husband and their three children.