Christi Staib got her start helping widows and widowers adjust to their new ftnancial situation
(Dallas) Christi Staib, LPL Financial Adviser and President of Staib Wealth Management, has been named a Cambridge Who’s Who Professional of the Year in Wealth Management.
While inclusion in the Cambridge Who’s Who Registry is an honor, only a small selection of members in each discipline are chosen for this distinction. These special honorees are distinguished based on their professional accomplishments, academic achievements, leadership abilities, years of service, and the credentials they have provided in association with their Cambridge Who’s Who membership.
As a widow, Staib experienced firsthand the challenges of suddenly having to adjust to a new financial situation. She decided to go full-time with her own financial management firm after she saw how her knowledge was helping other widows and widowers through their own predicaments. As the eponymous president of Staib Wealth Management, she is as committed to building and protecting her clients’ finances as ever. Proud of the unique perspective that she brings as a female advisor, Staib provides financial guidance to both individuals and families, manages portfolios, and oversees tax efficiency and estate planning. She has been a registered advisor at major wirehouses for the past decade.
Staib received an MBA in 2005 from Baylor University. She is a Chartered Retirement Planning Counselor through the College for Financial Planning, a Series 24 Registered Principal, and a Series 7 General Securities Registered Representative with LPL Financial. In addition, she holds licenses and certifications in Series 3 Futures and Commodities, Series 63 Uniform Securities Agent State Law, Series 65 Uniform Investment Advisor Law, life insurance, health insurance, and variable annuity. Organizations of which she is a member include; The Dallas Business Club -an MBA Group, The World Affairs Council of Dallas/Fort Worth, Financial Services Institute (FSI) and The Society of International Business Fellows is presentlyconsidering Staib’s membership for 2012.
Consistently ranked among the top 3 percent of advisors, Staib has been honored with a Crescendo Business Service Award, a Best in Client Award, a Best in Client Satisfaction Award, and inclusion in the Winners Circle. She was also named as a Five-Star Wealth Manager. Despite these accolades, she considers no recognition quite as gratifying as receiving thank-you letters and calls from grateful clients. Staib’s goals for the next few years include doubling the net worth of Staib Wealth Management and helping her clients to do the same with their own businesses. She has four children and 10 grandchildren.
Staib Wealth Management is located at 17304 Preston Road, Suite 800 in Dallas. For more information about Staib Wealth Management, email Staib at christi.staib@lpl.com or visit staibwealthmanagement.com.
About Cambridge Who’s Who®
With over 400,000 members representing every major industry, Cambridge Who’s Who is a powerful networking resource that enables professionals to outshine their competition, in part through effective branding and marketing. Cambridge Who’s Who employs similar public relations techniques to those utilized by Fortune 500 companies and makes them cost-effective for members who seek to take advantage of its career enhancement and business advancement services. Cambridge is pleased to welcome its new Executive Director of Global Branding and Networking, Donald Trump Jr., who is eager to share his extensive experience in this arena with members.
Cambridge Who’s Who membership provides individuals with a valuable third party endorsement of their accomplishments and gives them the tools needed to brand themselves and their businesses effectively. In addition to publishing biographies in print and electronic form, it offers an online networking platform where members can establish new professional relationships.
For more information, visit cambridgeregistry.com.
About Five Star Wealth Manager Award
The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction. The overall evaluation score is based on an average of all respondents and may not be representative of anyone client’s evaluation.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Information provided by Cambridge Who’s Who Registry.
To submit your news and events, email editor@BlueRibbonNews.com.
Dallas financial adviser named Professional of the Year by Cambridge Who’s Who added by Editor on
View all posts by Editor →