Your TIME Financial TeamServing - Southern Texas
TIME Financial, a Crump CompanyProviding tax, estate, charitable, business & insurance planning expertise to the financial services community
800.334.9339www.timefinancial.com
David E. Christenson, CFP®, CLU® Senior Regional SpecialistPhone: 877.689.2005Mobile: 830.515.0444Fax: Email:
Aaron Pinkston, FLMI®, ACS®Internal Sales Specialist Phone: 866.896.4995 EXT: 2Fax: 717.703.4891Email:
With twenty five years’ experience, Dave specializes in planning forultra-high-net-worth families, high-income professionals, seniorexecutives, and businesses owners.
Dave started his financial services career in Michigan providing estateand business planning exclusively for the owners of privately heldfamily businesses. Moving to Texas in 2001, he transitioned toworking exclusively with financial advisors.
Having a special ability to understand complex client concerns, Davebrings together innovative solutions, and communicates them inunderstandable terms. This makes him an extremely valuableresource to financial advisors as they serve their most importantclients.
Dave utilizes a unique “FACES” process to understand clients’ objectives in the areas of estate, business and charitable planning. Together, Dave and the Financial Advisor identify goals, review available solutions, and present the best ideas to the client. Finally, the plan is implemented by working collectively with all of the clients’ advisors.
With his wife Angie, Dave lives in New Braunfels, Texas and enjoysshooting sports, fly-fishing, metal working and restoring his old cars.
21550 Oxnard Street Suite 500 Woodland Hills, CA 91367
7400 Carmel Executive Park DriveSuite 340
Charlotte, NC 28226
David E. Christenson, CFP®, CLU®Senior Regional Specialist
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