Christopher Street Financial
Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship-based financial planning and investment management. We value the opportunities we create through relationships, helping people lead fulfilling lives. We value this for our clients, for our colleagues, and for our community. Founded in 1981, Christopher Street Financial began with a commitment to provide financial advice to New York City’s gay community. A lot has changed since the birth of Christopher Street Financial, but one thing has not: our commitment to provide financial planning and investment services to the LGBTQ+ community and those who share our values. Christopher Street Financial is an affiliate of Bluespring Wealth Partners, LLC, a wholly owned subsidiary of Kestra Holdings, Inc. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Investor Disclosures: This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582.
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Verified contacts
11
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
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no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- RD
Rick de Beauclair
Director of Client Services · Customer/Client Service
EmailPhone - SC
Shannon Clark
Senior Financial Advisor · Finance & Accounting
EmailPhone - JM
Jamie McGill
Financial Advisor · Finance & Accounting
EmailPhone - MF
Mark Franczyk
Chief Executive Officer · General Business & Management
EmailPhone - JP
John Peplow
Client Services Manager · Customer/Client Service
EmailPhone - PP
Patricia Parsons
Senior Financial Advisor · Finance & Accounting
EmailPhone - AP
Andrew Pollack
Financial Planning Associate · Finance & Accounting
EmailPhone - CB
Concetta Botie
Client Service Specialist · Customer/Client Service
EmailPhone - DC
Dehavilland Christopher
Secretary · General Business & Management
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Christopher Street Financial
8 distinct titles indexed · top 8 shown.
- 2senior financial advisor
- 1chief executive officer
- 1client service specialist
- 1client services manager
- 1director of client services
- 1financial advisor
- 1financial planning associate
- 1secretary
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