|
Every Saturday Afternoon 3:00 to 4:00 pm
Tune in for Christina’s radio program empowering women in personal finance.
..............................................................................................................
Creating & Managing Wealth, LLC
CEO & President – 1990 to Present
Creating & Managing Wealth, LLC. addresses the needs of over 8,000 clients nationwide who have more than $175 million in assets. We place a premium on the education of our clients so they are making informed decisions, whether during the accumulation period, the transition into retirement, or at the most important time, when managing distributions.
C&MW offers a full service approach offering its clients tax planning, college planning, estate planning, long term care insurance analysis, tax preparation, trusts & wills, and first-time mortgages & refinancing.
United Resources (1982 to 1989)
Vice President
Managed five (5) states and trained over 150 financial consultants. Developed a series of educational workshops that the company adopted nationwide. Became vice president from a sales representative within six (6) years.
Developed a visual, the Pyramid of Financial Independence© giving them the ability to see where they are currently in relation to their financial goals. This educational tool was also adopted nationwide by the company and was currently being used when Christina started her own firm in 1990.
Ms. Gears offers and sells securities and insurance products as her primary business. Advisory services and securities are offered through Lincoln Investment Planning, Inc. Registered Investment Advisor, Broker, Dealer, Member FINRA/SIPC. Creating and Managing Wealth, LLC and Lincoln Investment are independently owned and each is responsible for its own business.
..............................................................................................................
Dallas Women’s Foundation
• Executive Trustee – 2002 to 2006
• Chair of Investment Advisory Committee 2005-2006
• Oversight of Organization’s $15 Million Endowment
• Investment Advisory Committee Member 2007 to Present
Carrollton Farmer’s Branch Education Foundation Board - 2001 to Present
• 2003 Chair of Morning for Children Breakfast
• 2004 Chair of Board Development Committee
• 2005 – 2006 Board President
• 2006 – 2007 Administration Committee Chair
Irving Schools Foundation - Board Member 2008 - pres.
SMU Library Board 1999 to 2003
Irving Fire Foundation-Board Member, 2006-Present
Irving Symphony Orchestra- Board Member, 2008-Present
Lyric Stage-Board Member, 2008-Present
..............................................................................................................
Broken Arrow Public Schools - Corporate District Partner
Carrollton Farmers Branch I.S.D. - Corporate District Partner
Carrollton-Farmers Branch Ed. Fnd. - Founding Benefactor
Dallas I.S.D. - Corporate District Partner
Excellence in Education - Gold Star Sponsor – 1993 to 1997
Exemplary & Recognized Banquet – Lead Spn -1998 - 2000
Irving I.S.D.- Corporate District Partner
Tulsa Public Schools - Corporate District Partner
Tulsa Teacher of the Year Sponsor – 1993 to Present
Union Teacher of the Year Sponsor – 1996 to Present
Straight Talk – year-long curriculum to develop leadership skills in at-risk teenage girls
Operations Kids See –glasses for needy children
Dallas Women’s Museum - Founding Benefactor
Keep Irving Beautiful, Governor’s Community Achievement Award Committee - 2007
Irving Firefighter’s Ball Chair 2006- Present
Irving Police Award Banquet, Committee Mbr 2007-Present
..............................................................................................................
2008 NAACP Business Owner of the Year / Dallas County Volunteer of the Year / J.C. Penney Golden Rule Award for Education / Texas State Life PTA Award / President's Volunteer Action Award / City of Irving High-Spirited Citizen / American Cancer Society Community Involvement / Irving Academy Community Services - Best Performance by Medium-sized Company / Salvation Army Ten Year Super Lunch Hall of Fame / Who's Who of American Women / Who's Who of American Finance
..............................................................................................................
Series 7; General Securities Representative, Series 24; General Securities Principal, 63; Uniform Securities Agent State Law Exam, 65; Investment Advisors Law Exam. NASD Series 6; Investment Company Products/Variable Contracts Representative; Completed Executive CFP Program Studies through College of Financial Planning 1995.
|
