Christian Beiter, CFP®

Christian Beiter, CFP®

Partner, Financial Advisor

From the time when he was a child, Christian enjoyed numbers and learning the intricacies of different financial concepts.  As a student in the Honors Program at the University of South Florida, he earned a BS in Business Administration with majors in Finance and Management Information Systems in 2001.  Throughout college he did an internship and jobs relating to the financial services industry, including an internship at Merril Lynch and tax preparation at a local Tampa company.   

After graduation, Christian spent time as a trader for a company based out of New York.  He gained knowledge in technical analysis and the impact of trends in the market.  

In 2003 he decided to go the route of helping people with their personal finances.  Initially, he decided to concentrate in protection planning.  He obtained his life, health, and annuity license through the state of Florida.  He specialized in life insurance, Medicare, long term care, and fixed and indexed annuities.  

At the start of 2005, Christian, along with two partners, started Preservation 1st Financial Group, LLC.   In 2009, he decided to add investment planning into the services he offered.  He passed his Series 7 and 66.  In 2011 he met all requirements to become a CERTIFIED FINANCIAL PLANNER™.  For more information on the rigorous requirements of the CFP® designation visit www.cfp.net

Christian has been married to his wife, Melanie for since 2002.  They have 2 children Christian Jr. and Madeline.  Christian enjoys coaching football (a passion that has helped him in his profession by improving his communication and teaching skills).  He stays actively involved in the community in such roles as former Board member of the Greater Riverview Chamber of Commerce, past Business Manager for the South Shore Sharks Athletic club, current member of the leadership team of the South Shore Young Professionals.  

Through the years, Christian has added expertise in the different areas that affect a financial plan.  He has a broad knowledge base (investments, insurance, taxes, mortgages, etc.) that allows him to comprehensively address his clients' needs and communicate with them in a way that helps them understand the steps needed to reach their financial goals.  

 

 

Phone (813) 627-0872
Fax (813) 622-7077
Mobile Phone (813) 325-5626