Christina Coulter

Tax Administrative Assistant

Designations & Licenses: CRTP & Notary Public

Christina has over seven years of experience in the finance industry where she worked servicing clients and sales representatives as an account manager. Christina has a passion for helping people and is excited about working for a company where she can assist clients and their families throughout their financial journey.

Christina holds the following certifications:

CRTP (California Tax Education Council Registered Tax Preparer)
Notary Public

Outside of work and school, she enjoys taking road trips with her family, riding her beach cruiser, kayaking in Newport Harbor, and spending time with her German Shepherd, Koko. Koko and Christina often can be found at Huntington Dog Beach or the dog park.