Soon after graduating from college in 1992, Christina Bush began her career in the financial industry with Wells Fargo Investments and quickly progressed to a position as a Senior Financial Consultant/Vice President. At Wells Fargo she built a very successful career and a $50 million book of business over 18 years.

After great reflection, she decided in 2010 to make a move to CB Wealth Advisory where she can act as a true fiduciary for each of her clients and do exactly what is in each of their best interests. In her new role she can assist with not only investment portfolios, but also life and health insurance, long term care, retirement planning, estate planning and business succession planning.

Her primary 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 comprehensive financial management approach within one integrated program of customized services and a vast array of products. Using a disciplined investment process, Christina creates customized, actively-managed portfolios that seek to preserve and enhance the wealth of clients with substantial assets. Guiding each portfolio is her conviction that investment decisions are made with the client’s needs and objectives foremost in mind. She uses a rational approach to portfolio construction that is centered on strategically determining the optimal combination of asset classes designed to produce growth, and income, while minimizing capital risk.

Education and Training:

• Western Carolina University, Cullowhee, North Carolina
• Bachelor of Science, Political Science/Pre-Law, 1992
• Concentrations in Public Relations and International Affairs
• Minor: Criminal Justice

Professional Designations and Licenses:

• CMFC (Chartered Mutual Fund Counselor)
• Series 7 (General Stockbroker License)
• Series 6 (Mutual Fund License)
• Series 63 (State Securities License)
• Series 65 (Registered Investment Advisor)
• Life and Disability Insurance License
• Long Term Care certification

Professional Affiliations:

• Who’s Who Among Financial Professionals
• National Association of Female Executives
• National Association of Professional Women
• Hartford Admiral’s Club
• Nationwide Circle of Excellence
• Fidelity Advisory Council
• Franklin-Templeton Advisory Council

Proudly serving Orange County, CA

Christina Bush
Vice President/Senior Wealth Advisor
CB Wealth Advisory
2753 Camino Capistrano, Ste. #C-1
San Clemente, CA 92672

Phone #: (949) 429-1414
cbush@torreypinessecurities.com
www.torreypinessecurities.com

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CB Wealth Advisory is the answer for investors seeking exceptional service, independent advice and a vast array of financial products. Headquartered in the burgeoning North County area in the city of Del Mar, CB Wealth Advisory is one of San Diego's oldest and largest Independent Brokerage Firms and we have a customer first philosophy. CB Wealth Advisory does not have in-house mutual funds, proprietary annuities, in-house trading desks or risk oriented assets, all of which create substantive conflicts of interest that many national brokerage firms experience.

We aggressively pursue a best execution price on listed securities. We provide our customers access to over 1000 Mutual Funds to perfectly match their investment objectives. We have developed a world class money management platform and have a full complement of estate planning strategies and products. For over a quarter of a century we have prided ourselves on our Integrity, Stability and Insight.