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Christine P

CFP®, Series 63, Series 66

Orchard Park, NY

Illumination Wealth Management

Christine Papelian is a CFP® professional with 13 years of experience in the financial services industry. She currently works at Illumination Wealth Management and has held prior roles at Sterling Investment Counsel, LPL Financial, REDW Wealth, Smarter Financial Solutions, and Charles Schwab. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans, offering comprehensive Financial Life Management that includes financial planning, investment management, pension consulting, and employee education. The firm employs client-specific investment policy statements and strategic asset allocation models with regular portfolio monitoring, emphasizing long-term allocation strategies.

Income planning Retirement income strategy Debt management College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner Retired Values-based investing
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