Welcome to CB Wealth Advisory


Our goal at CB Wealth Advisory is to be your most trusted advisor pursuing superior wealth management services and maintaining a commitment to excellence. We specialize in investments, insurance, estate planning, retirement income and wealth transfer.

Along with you, we will develop a customized financial roadmap that suits your dreams, your estate planning goals, your vision of retirement and the legacy you wish to leave behind. We build long-term rewarding relationships with our clients founded on professionalism, education, experience, communication and personal attention.

We give valuable, consistent, and sound advice to private clients, trusts, corporations, endowments and private foundations with a forward-looking investment process focused on long-term trends in the global financial market place. We provide easily understood explanations of financial products and services to help you make educated financial decisions. Our clients receive focused attention and the reflective thought of seasoned investment professionals in establishing the goals and objectives of their personal wealth plans.

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CHRISTINA BUSH, CES, CAS, CMFC

Wealth Manager
Certified Estate and Trust Specialist

Soon after graduating from Western Carolina University in 1992, Christina Bush began her career in the financial industry with Wells Fargo Investments in San Clemente, CA, where she spent the next 18 years and progressed to a position as Vice President/Senior Financial Consultant assisting high net worth clients with all of their investment and insurance needs. After great reflection she decided in 2010 to start her own independent practice, CB Wealth Advisory, where she specializes in assisting her clients with investments, estate planning, insurance, retirement income and wealth transfer. At the end of 2013 CB Wealth Advisory acquired Beierschmitt and Associates, a 35 year old wealth management firm in Lake Forest, CA. Securities are offered through Securities America, Inc., Member FINRA/SIPC and advisory services are offered through Cooper McManus, an SEC Registered Advisory firm. Christina is Securities licensed in: AZ, CA, FL, GA, MD, MI, MN, NV, PA, TX, UT and WA.

Christina can assist her clients with not only investment portfolios, but also life and disability insurance, long term care, estate planning, business succession planning, retirement income and wealth transfer. Her chief goal is to meet or exceed the expectations of her clients who rely on her for innovative financial services and responsive attention to their needs. She is able to accomplish this through a very comprehensive financial management approach within one integrated program of customized services and a vast array of products while keeping estate planning and tax issues in mind. Using a disciplined investment process, she creates customized portfolios that seek to preserve and enhance the wealth of her clients.

Guiding each portfolio is Christina's conviction that investment decisions are made with the clients' interests and objectives foremost in mind. She uses a rational approach to portfolio construction that is centered on strategic asset allocation--determining the optimal combination of asset classes designed to produce growth, and income, while minimizing capital risk.

Education and Training

Institute of Business and Finance, La Jolla, California
2010 CES Designation (Certified Estate & Trust Specialist)
2011 CAS Designation (Certified Annuity Specialist)

College for Financial Planning, Denver, Colorado
2000-2001 CMFC Designation (Chartered Mutual Fund Counselor)

Western Carolina University, Cullowhee, North Carolina
1992 Bachelor of Science, Political Science/Pre-Law
Minor: Criminal Justice

Licenses and Professional Designations

  • CES (Certified Estate & Trust Specialist)
  • CAS (Certified Annuity Specialist)
  • CMFC (Chartered Mutual Fund Counselor)
  • Series 7 (General Securities Registration)
  • Series 6 (Investment Company Products Registration)
  • Series 63 (State Securities Registration)
  • Series 65 (Registered Investment Representative)
  • Life Insurance License
  • Accident and Health Insurance License
  • Variable Contracts License
  • Disability Insurance License
  • Long Term Care Certification

    Professional Affiliations & Career Achievements

    Outstanding Financial Advisor Award
    Cambridge Who's Who Among Executive & Professional Women
    Who's Who Among Financial Professionals
    Financial Institutions Award of Excellence
    Allianz Masters Forum Gold Producer
    National Care Planning Council
    National Association of Female Executives
    National Association of Professional Women
    Strathmore's Who's Who Worldwide
    Wells Fargo Advisors Circle of Excellence
    Wells Fargo Funds Sales Council of Excellence
    Wells Fargo Concord Elite
    Fidelity Investments Advisory Council
    Nationwide Circle of Excellence
    Franklin-Templeton Advisory Council
    Federated President's Achievement Club
    Hartford Leadership Council
    Lincoln Financial President's Club
    Sun Life Financial Elite Partner
    Wells Fargo Volunteer Service Award
    Wells Fargo Financial Consultant Rookie of the Year (1996)
    Wells Fargo Top Financial Consultant Assistant in Firm (1995)

  • Advisory Council Member for the San Clemente Senior Center
  • National Care Planning Council Member
  • Financial Services Institute Member
  • Hugs and Hope for Sick Children - donations of wildlife photography

    Christina also is a photographer with a passion for wildlife and owns Animal Magnetism Photography. She uses her images to help a number of wildlife organizations and to raise awareness for the conservation of animals all over the world. Animal Magnetism Photography has been featured by Animal Planet, National Geographic, ABC's Extreme Home Makeovers, The International Anti-Fur Coalition, The Paw Project and various newspapers, ads and websites across the globe. She has a wildlife awareness column in Expressions of India magazine by iCare featuring her images and articles about various species of endangered wildlife and their conservation issues. See images at
    www.christinabush.com
    and www.youthforwildlife.com

  • CB Wealth Advisory - Private Wealth Management

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    DISCLOSURE:

    Securities offered through Securities America, Inc., Member FINRA/SIPC; Christina Bush, Registered Representative. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm; Christina Bush, Investment Advisor Representative. CB Wealth Advisory, Securities America and Cooper McManus are separate entities.

    Christina Bush is securities licensed in the following states: AZ, CA, FL, GA, MD, MI, MN, NC, PA, NV, TX, UT and WA.

    Christina Bush, licensed insurance agent: CA Insurance license #0B48734 - FL Insurance license #W050514 - NC Insurance license #2620839 - WA Insurance license # 787335

    A prospectus offer is required by SEC Rule 482(b)(1) that advises an investor to consider the investment objectives, risks and charges and expenses of an investment company carefully before investing; explains that the prospectus, and, if available, the summary prospectus contains this and other information about the investment company; identifies a source from which an investor may obtain a prospectus and, if available, a summary prospectus; and states that the prospectus and, if available, the summary prospectus should be read carefully before investing.

    This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL,IN, KS, KY, MA, MD, MI, MN, MO,MS, NC, NE, NJ, NM, NV, NY, OH, OR, OK, PA,RI, SC, SD, TN,TX, UT, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside these states.

    IMPORTANT CONSUMER INFORMATION
    A broker/dealer (BD), investment adviser (IA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

    For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

    Securities in accounts are carried by National Financial Services, LLC, member NYSE/SIPC, a Fidelity Investment Company, which is protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims limited to $100,000). NFS has arranged for additional insurance protection for cash and securities to supplement its' SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/coverage provided by SIPC. This protection does not cover losses associated with investing.

    For detailed information about SIPC, please visit SIPC.org.

    ALL PHOTOS BY CHRISTINA BUSH

    Copyright 2014 by Christina Bush/CB Wealth Advisory