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portrait of Christina Coffey
FINANCIAL ADVISOR

Christina Coffey

CEPA®
10086 Southern Maryland Blvd, Dunkirk, MD 20754opens in a new window
Accepting New Clients
CallSend Me a Message

About Christina

My fascination with financial services began when I first entered the workforce. I realized financial security was a concern, yet there were limited resources for those seeking genuine, dynamic help above and beyond their accounts and their amounts. I switched my focus from elementary education to financial services in 2013, and have since been helping investors make wise financial decisions for an overall better return on life.

Currently I live near Chesapeake Beach, MD, and am active in business and civic affairs across Calvert County and southern Anne Arundel County. When I am not working with clients, I am spending time...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Insurance & Annuities

Work History

  • Edward JonesJuly 2021 to Current
  • FidelityJuly 2018 to July 2021

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Music
  • Outdoor Enthusiast
  • Active Lifestyle

Team Members

  • Carlton Nether
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(443) 203-4900

Fax

(833) 790-8055

Office Address

10086 Southern Maryland Blvd
Dunkirk, MD 20754opens in a new window

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