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Christina Osborne |
Position: |
Field Representative |
Designation(s): |
CFP® |
Address: |
3040 Post Oak Group, Suite 400 |
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Houston, Texas 77056 |
Phone: |
281.220.2759 |
Alt Phone: |
281.794.0969 |
Fax: |
713.622.1440 |
Email: |
christina_osborne@wealthdesigngroup.net |
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Professional Experience
Christina has been with Wealth Design Group since March 2005. For 17 years Christina was a stay-at-home mom who also ran a catering business producing specialty cakes and cookies. She has over 18 years of experience in financial services. People choose to do business with Christina because she is a caring, honest, and dedicated advisor who is committed to being a valuable financial resource for her clients. She listens and treats each person with the utmost respect, implementing planning that will provide best for their dreams and goals.1973 - 1974 Home Savings of America in California
1975 - 1981 San Jacinto Savings in Houston –Assistant Vice President/Area Manager
1981 - 1997 At home Mom, catering business owner
1998 - 2004 Assistant, Houston Asset Management
2005 - Wealth Design Group, Registered Representative and Licensed Agent
Education
University of St. Thomas, CFP program, 2004
Houston Community College, AA with Honors in Business, 2001
Memberships
& Afflilations
Member, National and local Women in Insurance and Financial Services (WIFS)
Member, National and local Financial Planning Association (FPA)
Member, National and Houston Association of Insurance and Financial Advisors (NAIFA and HAIFA)
Member, Financial Society of Professionals (FSP)
Yearbook Chairman, Coterie of Houston
Member, Tallowood Baptist Church
Personal
Christina has been married to Bob since 1974. They take delight in their active family: -Gregory (26) is an Aggie civil engineer. He married Stephanie, an Aggie science teacher, in 2005, they are expecting their first child later this year. -Melody (24) has her BS in Economics from TCU and is working at Fluor Engineering as a document retention technician in Houston. She married Bob Woodward in 2007, Bob is a graduate of ITT who is a technical graphics designer. -Timothy (22) has his BBS in Math education (Magna Cum Laude) from Hardin-Simmons University. In 2006 he married Jessica, who graduated Suma Cum Laude from HSU. They both teach seventh grade in Georgetown ISD, just outside of Austin, Texas. Over the years Christina and Bob have served their church in many ways: teaching Sunday School and VBS, singing in the Adult Choir, sponsoring the High School Choir, serving on several different committees, and participating in many mission endeavors.
Other
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 400 Houston, Texas 77056. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 713-622-0192. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Design Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.
Advisory: Texas Licensed in (state):
Life insurance: Illinois, Louisiana, Massachusetts and Texas
Securities: Louisiana and Texas.
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