Achievements and Affiliations

Commitment bkny It’s A Matter Of Trust   Having reached many professional milestones, Christy Barilotti, Managing Member and CFP ®, proudly announces the establishment of Barilotti Wealth Strategies LLC. As a financial adviser with Eagle Strategies LLC, Christy provides professional guidance through independent, objective financial advice while offering the personal attention she is known for. Christy always says, “The longer I am in this business the more my clients become like my family.” At Barilotti Wealth Strategies LLC, family is not a metaphor; it’s the way they do business. Their goal is to give you a sense of personal and financial well-being, regardless of how simple or complex your needs may be.


Welcome home to Barilotti Wealth Strategies LLC, a firm that puts you first.

Experience and Achievements of Christy Barilotti:

  • CERTIFIED FINANCIAL PLANNER TM
  • Past President Executive Women International (EWI), Philadelphia Chapter
  • Current Program Director Executive Women International (EWI), Philadelphia Chapter
  • Experienced presenter of Taking Control, A Financial Management Workshop  for Women since 2001
  • Qualifying Member of the Million Dollar Round Table (MDRT) in 2005-2008, the Premier Association for Financial Professionals
  • Qualifying Member of New York Life's Premier President's Council in 2008 
  • Qualifying Member of New York Life's President's Council in 2007
  • Qualifying Member of New York Life's Premier Executive Council 2006
  • Qualifying Member of New York Life’s Executive Council in 2002-2005
  • Recipient of Mainstay Investments Million Dollar Club Award 2007
  • Annuity Champion since 2002
  • Earned the Life Underwriter Training Council Fellow designation (LUTCF) from the American College in Bryn Mawr, Pennsylvania
  • Member of National Association of Insurance and Financial Advisors (NAIFA)
  • Bachelor's degree from Ursinus College, Collegeville, Pennsylvania in Biology and Economics 
  • Member of the Alumni of Phi Alpha Psi
  • Volunteer for Greater Philadelphia Cares
  • Coach in Philadelphia's weekly Reading Stars Program