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Christine C
CFP®, Series 63, Series 66
Rapelje, MT
SteelPeak Wealth, LLC
Christine Coley is a CFP® with 20 years of experience in the financial services industry. She currently works at SteelPeak Wealth, LLC and previously held roles at J.P. Morgan Securities, TD Ameritrade, and Scottrade. Outside of her advisory work, she is also licensed as an insurance agent and sells insurance products to clients. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and registered investment companies. The firm offers financial planning, portfolio management, alternative strategy consulting, and access to private placement investments, implementing advice through proprietary and custom model portfolios with ongoing monitoring and rebalancing.
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