Legacy Training Education Participant

Christine Rondeau

Investment Planners
124 W. Wisconsin Ave.
Ste. 150
Neenah, WI 54956
920-886-1300
christiner@investment-planners.com
www.ipistrategies.com
As a Financial Advisor, Christine has been investing in her clients since 1995. Her core motivation is helping her clients through difficult transitions using her financial knowledge and skills to effectively support them in both financial, non-financial, and emotional ways.

Education
Certified Financial Planner, CFP
University of Wisconsin-Eau Claire : Bachelors Degree
College for Financial Planning: Registered Paraplanner
Wisconsin Insurance License and Securities License

Christine earned her Bachelor’s degree at the University of Wisconsin-Eau Claire and narrowed her focus to helping others in the financial planning arena. In 1995, she joined a firm that specialized in retirement planning and served as the firm’s Executive Assistant in charge of client services. In 1997, she earned a designation as a Registered Paraplanner through the College for Financial Planning. From 2001-2003, she earned both her State of Wisconsin Insurance License and her Securities License to round out her ability to offer full-service financial planning to her clients. In 2006, Christine stepped out as the lead advisor of her own financial planning firm and in 2016, she earned her Certified Financial Planner, CFP.

As a Neenah, Wisconsin native, she and her husband, Royal, live in her hometown where they are recent empty-nesters and enjoying all the Fox Valley has to offer.

She is a proud member of the Philanthropic Education Organization and sits on the Business Development Board for Downtown Neenah.

Education Completed

2024

2023

Farm Planning
Business Planning
Special Needs Planning
Estate Planning

2022

Hooper Law Office, LLC, is a law firm focused solely on Estate Planning and Elder Law, and does not engage in financial planning directly. The inclusion of any financial or insurance advisor or their company in our Legal Advisor Directory does not constitute an endorsement of the independent advice received from an advisor on the directory. The purpose of this directory is to indicate that an advisor has participated in continuing education through Hooper Law Office, LLC and has completed certain continuing education courses related to Estate Planning and Elder Law through our firm, but the inclusion of the advisor’s name in the Legal Advisor Directory does not constitute an endorsement of the advice or opinion presented by the advisor.