Christopher Street Financial Information
Contact top employees from
Christopher Street Financial
Summary
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 an...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Financial Planning, Wealth Management, Wealth Building, Retirement Planning, Life Insurance, Estate Planning, Investments, Business Strategies, LGBTQIA, Investment Management, LGBTQ+, Tax Planning, Charitable Giving, Philanthropy, College Planning, Relationships, Professional , Team-based, Gay & Lesbian, New York City
Founded
1981
Contact Christopher Street Financial
Organization Website
Social Links
Phone Number
(212) 242-2800
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1974 | - | 25 - 100 | 4.4M | $0 | |
| 2013 | Privately Held | 10-50 | - | $- | |
| 2011 | Privately Held | 1-10 | - | $- | |
| 1990 | - | 1-10 | - | $- |
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Christopher Street Financial shows a diverse range of experience levels:
5% have been with the company for less than 1 year14% for 1–2 years9% for 3–4 years14% for 5–7 years9% for 8–10 years50% have over 11 years of service at Christopher Street FinancialContact top employees from
Christopher Street Financial
Concetta Botie
Client Service Specialist
Andrew Pollack
Financial Planning Associate
Rick de Beauclair
Director of Client Services
Mark Franczyk
Chief Executive Officer
Seth Rivers
Senior Financial Advisor
Keith Roberts
Financial Planning Associate
Barbara Grajewski LEED GA
Bookkeeper
Anthony Lam
Financial Advisor
Shannon Clark
Senior Financial Advisor
Jen Hatch CFP®
President | Senior Financial Advisor
Patricia Parsons
Senior Financial Advisor
Cathy Marino
Executive Assistant
Brandyn Shetler
Financial Advisor
Timothy Kim
Business Analyst & Paraplanner
Jamie McGill
Financial Advisor
Sara Doroodian
Paraplanner
Mark Lingenfelter
Director of Employee & Client Experience
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FAQ
Christopher Street Financial operates in the Financial Services industries. More details can be found on the official website: christopherstreet.com.
The headquarters of Christopher Street Financial are located in New York, United States.
You can contact Christopher Street Financial by phone at (212) 242-2800.
Christopher Street Financial currently employs 10-50 people.
Well-known competitors of Christopher Street Financial include Richard Young Associates, Great Waters Financial, Raskin Global and Sera Capital Management.
