Christina Aleckson, MBA, BFA™, RICP®, WMCP®
Owner and Financial Advisor
Christina Aleckson is a Registered Representative of Securities America, Inc. and Investment Advisor Representative of Securities America Advisors, Inc. She currently holds FINRA Series 6, 7, 26, 63, and 65 licenses as well as state insurance licenses. She has also earned her Behavioral Financial Advisor™ designation in 2017. In December 2019, she was approved to use the RICP® Retirement Income Certified Professional® designation and in September 2022 added the Wealth Management Certified Professional® designation, both from The American College of Financial Services.
Beginning in 1996, Christy started her venture into the financial services industry. She specializes in pre and post retirement planning as well as wealth accumulation and protection for individuals, families, and small businesses. She believes in providing focused and consistent service to her clients. She believes that financial issues do not have to be overwhelming and works to educate her clients about the options they have to meet their goals.
Christy has chosen to work with independent broker-dealers her whole career because she feels it allows her control and unbiased choice over the plans she develops with her clients. She is passionate about helping people and feels that her career allows her to assist clients in many different areas of planning so they can feel secure.
Early in her career, Christy began working with public school district employees as one of the targeted segments of her clientele. Since 1996, Christy has developed a deep level of understanding of the Oregon PERS system. For several years, she did public seminars, with colleagues, on PERS and Social Security benefits. She has worked with many clients to help them understand their PERS retirement options as part of their overall retirement plan and coordinate these benefits with their other qualified retirement accounts. She will continue working with this group as part of her practice to help make the complicated PERS system a little easier to understand for public employees.
Born in Pendleton, Oregon, Christy's family moved to Soldotna, Alaska when she was five years old. Christy came back to Oregon to attend college at Pacific University in Forest Grove. She obtained a Bachelors degree in both Business Management and Political Science. Later, she decided it was time to fulfill another personal goal of earning a Master's degree and got her Masters in Business Administration from George Fox University. She feels strongly that she has the best of both worlds by being raised in Alaska and maintaining close ties to Oregon through her entire life.
Christy served ten years on the Board of Directors of Women in Insurance and Financial Services, Portland Metro Chapter ending November 2018. WIFS works to create strategic alliances, education and support for and of women in the financial services industries. Christy served as the President of WIFS Portland Metro for two years from 2010-2012. She also served on the board of directors for WIFS national organization from 2012-2014, chairing the Marketing and Public Relations committee.
In October 2018, at the Women in Insurance and Financial Services national conference in Austin, Texas, Christy won Woman of the Year. This is the highest honor for a member of the organization. The Woman of the Year aware recognizes a WIFS Member for her level of engagement with the organization. This includes serving as a mentor, volunteering to serve on a task force or participating in WIFS Programs, as well as service in other organizations in her community. Christy was a top three point earner in the criteria being evaluated and won via a live voting poll at the conference.
In 2019, the Portland Business Journal recognized Christy as a Woman of Influence in their annual awards program. Candidates are nominated for the award and the Journal then reviews nominations for impact in the community, community involvement, industry recognition, and more. There are 25 honorees in 2019.
In her spare time, she enjoys spending quality time with friends and family, interior decorating and home improvement, gardening, animals, basketball, trying out all the local restaurants, reading and being involved in the community. She is a proud season ticket holder to Pacific University's revival of football since 2010-11 and serves on the Boxer Club Board of Directors. Go Boxers! Her goal is to leave the world a little bit better for having lived.