Christina Ann Shaffer

Employer firm

Advus Financial Partners, LLC CRD 311990

$3.97B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2015 → 01/2019
  Allgen Financial Services, Inc.
  Orlando, FL
• 01/2019 → 06/2022
  Charles Schwab & Co., Inc.
  New York, NY
• 06/2022 → 02/2023
  Altfest Personal Wealth Management
  New York, NY
• 02/2023 → 02/2026
  Allgen Financial Advisors, Inc.
  Orlando, FL
• 02/2026 → Present
  Advus Financial Partners, Llc
  Winter Park, FL

Previous Registrations

• 2023-04-14 → 2026-03-03
  Allgen Financial Advisors, Inc.
  Orlando, FL
• 2022-07-29 → 2023-03-28
  Altfest Personal Wealth Management
  Maitland, FL
  New York, NY
• 2019-04-08 → 2022-06-27
  Charles Schwab & Co., Inc.
  New York City, NY
• 2015-12-04 → 2019-03-21
  Allgen Financial Advisors, Inc.
  Orlando, FL

Other Businesses

1) CFA Society Orlando; investment-related; 915 E High St, Charlottesville, VA 22902; Information and education provider for CFA members; Vice President of the CFA Society Orlando Board; July 2023; less than 10 hours/month, none during securities trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-03
• S65 Uniform Investment Adviser Law Examination
  2015-11-24

Designations

• Chartered Financial Analyst

Other Names

• Christina Ann Shaffer
• Christina Shaffer