Christine Papelian

Employer firm

Illumination Wealth Management CRD 149576

$471M regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• WEALTH MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 05/2021
  Charles Schwab & Co.,Inc
  Phoenix, AZ
• 06/2014 → 05/2021
  Schwab Private Client Investment Advisory
  Phoenix, AZ
• 05/2021 → 11/2021
  Smarter Financial Solutions
  Phoenix, AZ
• 03/2022 → 08/2024
  Redw Wealth Llc
  Phoenix, AZ
• 12/2021 → 02/2022
  Unemployed
  Phoenix, AZ
• 08/2024 → 11/2025
  Lpl Financial, Llc
  Buffalo, NY
• 08/2024 → 11/2025
  Sterling Investment Counsel, Llc
  Buffalo, NY
• 11/2025 → Present
  Illumination Wealth Management
  San Diego, CA

Previous Registrations

• 2024-11-12 → 2025-12-08
  Sterling Investment Counsel, Llc
  Buffalo, NY
• 2024-09-27 → 2024-10-24
  Lpl Financial Llc
  Buffalo, NY
• 2022-05-03 → 2024-08-22
  Redw Wealth Llc
  Phoenix, AZ
• 2021-05-17 → 2021-11-23
  Smarter Financial Solutions
  Phoenix, AZ
• 2014-06-23 → 2021-04-29
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 2014-06-17 → 2014-06-26
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-10-14
• S63 Uniform Securities Agent State Law Examination
  2012-08-06

Designations

• Certified Financial Planner

Other Names

• Christine Costello