Christina Mehltretter

I don't just teach financial concepts, I help people change the way they think about money. As both a Certified Public Accountant and Financial Advisor, I bring a unique perspective that combines technical expertise with practical, real-world guidance. After spending more than 15 years leading operations and strategy for one of the nation's largest wealth management firms, I transitioned into working directly with individuals and families because I wanted to help people, not just systems. My presentations are educational, engaging, and immediately actionable. Audiences leave with practical strategies they can implement right away, along with the confidence to make informed financial decisions. I believe financial confidence isn't about knowing every investment term, it's about understanding enough to take control of your future. I specialize in helping women navigate life's financial transitions, including retirement, career changes, widowhood, and other major life events. My sessions blend storytelling, relatable examples, and practical tools that make complex financial topics approachable and empowering. Whether I'm speaking to corporate employees, women's organizations, professional associations, or financial services audiences, my goal is always the same: to help people leave feeling more confident than when they arrived. Attendees don't just walk away with information, they walk away with clarity, confidence, and a plan for what comes next.