Your Team

“Christina’s accomplishments stem from her leadership, contributions to the financial advisory industry and a commitment to empowerment. “

Christina Castrejon, CFP®

SVP, Senior Wealth Advisor

Christina Castrejon brings a wealth of experience and a passion for empowerment to her role as Senior Vice President, Senior Wealth Advisor at SAGE Private Wealth Group. With a distinguished career as a VP Senior Wealth Advisor at Calamos, Christina has honed her expertise as the lead advisor for over 100 clients.

Her commitment to fostering financial knowledge and independence shines through her leadership in the “Women & Wealth” initiative at Calamos. In this role, Christina played a pivotal role in educating advisors, clients, and the wider community on the crucial intersection of women, empowerment, and wealth management.

A thought leader in the financial literacy space, Christina extended her influence as a former contributing writer for Chicago Woman magazine. Through her articles, she actively promoted the importance of financial literacy, encouraging readers to take charge of their financial destinies.

Christina’s dedication to advancing women transcends the professional sphere. Previously involved with the Chicago Chapter of Step Up, an organization dedicated to empowering girls in under-resourced communities, she exemplifies her belief in the transformative power of mentorship and education.

Further underscoring her commitment to mentorship, Christina served as a mentor for the CFP Board’s WIN-to-WIN program. This volunteer mentoring service is designed to encourage younger individuals and members of underrepresented groups, including women, to become integral contributors to the financial planning profession.

Education


  • Northern Illinois University, B.S. Finance

Certifications & Licenses


  • Series 65
  • Certified Financial Planner™

Recognitions


  • InvestmentNews’ 2017 40 Under 40

Philanthropy


  • Christina was involved with the Chicago Chapter of Step Up, an organization dedicated to empowering young girls in underserved communities to realize their full potential, fostering confidence, guiding them towards college, and encouraging a career-focused mindset.
  • Christina was a mentor for the CFP Board’s WIN-to-WIN Program
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