Christa Ku serves as an investment portfolio strategist and financial advisor dedicated to guiding clients toward financial strategies that reflect their values and long-term goals. Her approach goes beyond numbers. Christa focuses on creating plans that are designed to empower clients to live more meaningful lives by aligning financial decisions with what matters most to them.
She also oversees the development and maintenance of the team’s investment portfolio selection process. She conducts extensive research and due diligence to help ensure every investment model aligns with our investment philosophy and prioritizes the best interests of our clients above all else.
Christa brings 17 years of experience in the financial services industry. She earned a Bachelor of Science degree from Hamline University and an MBA from Northeastern University. In addition, she has achieved the CERTIFIED FINANCIAL PLANNER® certification and the Accredited Portfolio Management Advisor (APMA®) designation through rigorous training and examination.
Originally from Tianjin, China, Christa is active in her community, volunteering with organizations such as Prairie Bridge International, a youth camping ministry in China. She is a member of Bettendorf Christian Church and enjoys cooking and experimenting with international recipes. Her family loves traveling internationally and taking road trips across the US. Christa and her husband, Kuang, are proud parents of two children, Timmy and Tiffany.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.