Profile
First Name
Christy
Last Name
Plunkett-Barese
Professions
Financial Advisor / Wealth Management
Industry
Finance
Chapter
B2B Fairfax, VA
Member Role
B2B Member
Member Bio
I am a Financial Advisor dedicated to helping others feel empowered. Before moving to Northern Virginia in 2000, I was born and raised in South Carolina and developed an early interest in how money works because it represented independence. With a keen interest in working with women, individuals, and families, I have garnered substantial experience in helping my clients navigate life events such as divorce, blended families, and changing careers. I am passionate about educating and distilling complex financial topics into terms everyone can understand.
Following a successful career in the nonprofit industry with The American Red Cross and The Leukemia & Lymphoma Society, I have dedicated my work to helping others and find it incredibly rewarding to help people feel financially empowered.
Presently, I am involved in the Central Fairfax Chamber of Commerce, the Northern Virginia Estate Planning Council, Lake Braddock PTSA, and Rebuilding Together Fairfax-Arlington. I am passionate about being involved in my community.
I live in Burke in Fairfax County with my husband, teenage son, and family Basset Hound.
Following a successful career in the nonprofit industry with The American Red Cross and The Leukemia & Lymphoma Society, I have dedicated my work to helping others and find it incredibly rewarding to help people feel financially empowered.
Presently, I am involved in the Central Fairfax Chamber of Commerce, the Northern Virginia Estate Planning Council, Lake Braddock PTSA, and Rebuilding Together Fairfax-Arlington. I am passionate about being involved in my community.
I live in Burke in Fairfax County with my husband, teenage son, and family Basset Hound.
Contact Details
Company Details
Company Name
TNT Financial
Job Title
Financial Advisor
Street:
10911 Clara Barton Ct
City:
Fairfax
State:
Virginia
Zip code:
22030
About Us
Financial Advisor firm with over 20 years of experience providing small to mid-size employers with, customized retirement plans, key employee incentive plans, and business consulting services designed to enhance operational efficiency while maximizing profit as well as individuals, couples, and families.
Services Provided
-Financial planning services for employees
-401K, SIMPLE IRAs
-Employee Benefits consulting
-Individual financial planning services
-401K, SIMPLE IRAs
-Employee Benefits consulting
-Individual financial planning services
Ideal Customers
Small to mid-sized professional service firms, law firms, consulting firms, and non-profits.
Employee Count of Clients
1-19
Revenue Size of Clients
$0-$1M