More Sharing ServicesShare | Share on email Share on print
Christy Barilotti, CFP® professional

Christy Barilotti, CFP® professional

Managing Member, Financial Adviser

Phone: 215-964-9863
Fax: 866-851-3398
E-mail:

The longer I am in this business, the more my clients become like family

 

Achievements:

  • 2012 Court of the Table Member- Million Dollar Round Table (MDRT), the Premier Association for Financial Planners
  • 2005-2012: Qualifying Member of MDRT
  • Creater and presenter of the workshop “Getting Dressed for Retirement: A The Straight Forward Insights for Women on Planning for Your Retirement”
  • 2010-11 Mainstay Masters Million Dollar Club
  • 2011 NAIFA-PA Quality Award in Financial Advising and Investments
  • 2011: Long Term Care Circle of Champions Award
  • 2002-present Annuity Champion
  • 2007-2012: Qualifying Member of New York Life’s President’s Council
  • 2006: Qualifying Member of New York Life’s Premier Executive Council
  • 2002-2005:  Qualifying Member of New York Life’s Executive Council
  • 1999 and 2000 Top Intern for the Northeasten Zone in the summer intern program at New York Life.

Education:

  • CERTIFIED FINANCIAL PLANNER® professional
  • Earned the Life Underwriter Training Council Fellow designation (LUTCF) from American College
  • Bachelor’s degree from Ursinus College, Biology and Economics
  • Life, Health and Variable Contracts licenses
  • FINRA Series 6, 63, 65, and 7 General Securities License

Affiliations:

  • Million Dollar Round Table - MDRT, The Premier Association of Financial Professionals, is an international, independent association of nearly 36,000 of the world's leading life insurance and financial services professionals from more than 430 companies in 78 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business          
  • Executive Women International of Philadelphia, Program Director/Past President
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Phi Alpha Psi Alumni of Ursinus College
  • Acorn Club, the oldest women's club of America
  • Philadelphia Estate Planning Council
  • Parc Rittenhouse Condo Board
  • Member of the Friends of Rittenhouse Square