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Christine Forter, AAMS®, CMFC®, CRPC®, MBA

Financial Advisor

408-879-7490

900 E Hamilton Avenue
Suite 100
Campbell, CA 95008

It begins with a plan 

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Learn about the planning process
Waddell & Reed WealthLink

Waddell & Reed WealthLink

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

Learn about the WealthLink Site

Products & Services

Individual Retirement Plans

Individual Retirement Plans

Business Retirement Plans

Business Retirement Plans

Financial Planning Services

Financial Planning Services

Investments

Investments

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

<p>Catch-Up Contributions</p>

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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<p>And the Executor Is</p>

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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<p>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Questions? Let's connect.

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