Christy Plunkett-Barese, CDFA®, CRPC™
Financial Advisor
Christy Plunkett-Barese is committed to helping her clients make informed decisions to achieve their financial goals and secure their future. With over 18 years in the non-profit government relations field, Christy’s deep interest in improving her own financial literacy and acumen led her to start a career in financial planning in 2021.
Over the years, she has honed her expertise in areas such as retirement planning, investment management, estate planning, and tax optimization. She specializes in divorce planning. Her personalized approach ensures clients receive tailored advice that aligns with their unique financial situation and long-term objectives.
Christy holds a bachelor’s degree in political science from Georgia State University and is a proud member of several leading industry associations. She is a regular guest speaker at Second Saturday Divorce Workshops, Community Business Partnerships, and the Central Fairfax Chamber of Commerce. She has been invited to speak before police and first responder organizations in Northern Virginia and regularly attends industry conferences and workshops to stay abreast of the latest trends and regulations in financial planning. She holds the Certified Retirement Plan Counselor designation and the Certified Divorce Financial Analyst designation. Her clients appreciate her collaborative communication style, attention to detail, and unwavering dedication to their financial well-being.
Christy lives in Fairfax, VA, with her husband, son, and Basset Hound outside of work. She serves on the board for Rebuilding Together of Arlington, Fairfax, and Falls Church as Co-Chair of the Women’s Mean Business Committee for the Central Fairfax Chamber of Commerce and a member of NeXco National.
As once said by Coretta Scott King, “The greatness of a community is most accurately measured by the compassionate actions of its members.”
Whether you're planning for retirement, saving for a major life event, or seeking advice on how to grow and protect your wealth, Christy Plunkett-Barese is here to guide you every step of the way.