Christy Barilotti, CFP® professional

Christy Barilotti, CFP® professional

Managing Member, Financial Adviser

Phone: 215-964-9863
Fax: 866-851-3398
E-mail: christy@barilottiws.com

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

 

Achievements:

  • CERTIFIED FINANCIAL PLANNER® professional
  • 2005-08: Qualifying Member of the Million Dollar Round Table (MDRT), the Premier Association for Financial Planners
  • 2008: Qualifying Member of New York Life’s Premier President’s Council
  • 2007: Qualifying Member of New York Life’s President’s Council
  • 2007: Recipient of Mainstay Investments Million Dollar Club Award
  • 2006: Qualifying Member of New York Life’s Premier Executive Council
  • 2002-05:  Qualifying Member of New York Life’s Executive Council<
  • Annuity Champion since 2002
  • Earned the Life Underwriter Training Council Felow designation (LUTCF) from American College
  • Bachelor’s, Ursinus College, Biology and Economics

 

Affiliations:

  • Member of National Association of Insurance and Financial Advisors (NAIFA)
  • Phi Alpha Psi Alumni
  • Acorn Club
  • Philadelphia Estate Planning Council
  • Executive Women International
  • Racquet Club
  • Parc Rittenhouse Condo Board
  • Greater Philadelphia Chamber of Commerce