A relationship-centric firm helping to provide direction and meaning to your financial decisions.
Christy has proudly supported the students of Liguori Academy in Philadelphia since 2016. In 2016, Dina earned her ChFC® designation from the American College. In 2013, Jennifer was a “Morning with the Rising Stars” panelist for NAIFA. Christy has been a member of the Campaign Executive Committee at her alma mater, Ursinus College, since 2017. Christy is active in Washington with AALU, being an advocate for her client’s in changes in the financial industry. After Barilotti Wealth Strategies’ support of Seeing Eye for the past 5 years, a seeing eye dog was named Christy. Christy has been a member of the Acorn Club (the oldest women’s club in America) since 2009 and the Under 40 Club since 2011. At the Eagle Boot Camp in Texas in 2016, Christy taught 25 new Financial Advisors financial planning applications. In May 2016, Christy was honored as a 2016 EY Entrepreneur of the Year Greater Philadelphia Finalist. Christy was recognized as a qualifying member of the Court of the Table of the Million Dollar Round Table*, and achieved New York Life’s Chairman's Council. In 2015 Christy was a 40 Under 40 winner, click here to read article.
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Roth IRA withdrawal and conversion rules and how they differ from other retirement plans.
