Christina Constantikes Lawrence

Wealth Management Advisor @Statera Asset Management

San Diego, CA, US
EMAILS
c••••••••@srcmadvisors.com
MOBILE NUMBERS
+16•••••••32

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WORK HISTORY

Jun 2022 — Present

Wealth Management Advisor @Statera Asset Management

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CA

A proud 3rd generation advisor; specialist in multigenerational wealth transfer with a focus on philanthropy. Helping families and closely held businesses organize their financial affairs and plan for the future for over two decades; executive & employee benefits; retirement planning, exit strategies.Our team engages with our clients in numerous different ways, but regardless of our capacity, our ultimate goal is to help them live the life that they work hard to achieve.Our Team Can Help Coordinate your financial team (individuals & businesses) Set financial goals & risk tolerance Understand how to build risk inside your financial plan Align your investments & savings to match your risk tolerance Provide you confidence in your financial life (Next-Gen)

EDUCATION

1988 — 1990

Thunderbird School of Global Management

MBA, International Business

1979 — 1983

American University

BA, Spanish Studies & Psychology

ABOUT CHRISTINA CONSTANTIKES LAWRENCE

Christina’s multigenerational wealth management practice draws inspiration from her 23 years of professional experience in New York City, Silicon Valley and Madrid, Spain. Her strategic thinking, communication skills, industry resources and inclusionary approach help guide her team to deliver enduring solutions that support her clients’ best interests and long-term vision. Christina specializes in multigenerational wealth transfer with a focus on philanthropy. Together with her team, she assesses where her clients are “today” and provides ongoing financial advisory services including tax & estate planning and investment strategies that seek to balance expectations for return and risk inherent to all investing. As a third-generation Financial Services professional, Christina puts a strong emphasis on facilitating communication between a client’s family members. She enthusiastically encourages her clients to actively participate in important decisions, such as defining a purpose for their family wealth, philanthropic grant-making and each member’s role in the management of family assets. Particular emphasis is placed on preparing “Next Gen” as stewards of their family’s future. Christina is an advisory board member for the Institute for Family Governance (IFG) where she supports education and participates in thoughtful conversations surrounding the management of closely held businesses, complex wealth scenarios, asset protection, succession planning and the importance of family governance. Having lived abroad in Madrid, Spain, Christina is fluent in Spanish. A graduate of The American University in Washington, D.C, with a B.A. in Spanish Studies and Psychology, she also earned her MBA at Thunderbird School of Global Management in Phoenix, AZ. Christina is a longtime volunteer photographer and planning committee member for “Hedge Fund Rocktoberfest” concerts that feature rock bands made up of financial services professionals and benefit A Leg To Stand On (ALTSO). Founded in 2002, ALTSO is a global non-profit organization that brings life-changing prosthetic limbs and corrective surgery to children with disabilities in developing countries. Together with her husband, Piers Lawrence, a professional guitarist, she recently relocated from New York City to San Diego, CA, where she enjoys spending her free time traveling the beautiful SoCal coastline, entertaining at home and networking at The University Club in downtown San Diego.

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