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Christine L. Carleton, CFP®

Sr. Wealth Advisor & Shareholder

“I feel fortunate to have known many of the clients I work with for many years. Because of this, I have been able to celebrate births, weddings, graduations and retirements with them. But one of the most fulfilling aspects of my job is helping a client through a difficult situation. Several clients I work with initiated our relationship to ensure there will be someone to help their spouse/family in the event of an unexpected illness or death. Because of our collaborative team approach, we are able to ease the burden by guiding them through unchartered territory at a time when they need us the most.”

Chris’ Story

With decades of experience as a wealth advisor, Chris knows how important it is to take the time to listen carefully to clients and help them identify their goals and values. She uses these insights to build a customized, achievable, and fulfilling financial plan for each of her clients. She works closely with all of Truepoint’s specialty teams to ensure that the components of the plan are cohesive and aligned toward achieving the client’s goals. Chris is especially skilled at addressing the needs of women clients, particularly those who have been widowed or divorced. She is proud to have worked with many of her clients for multiple generations. 

On the weekends, Chris can often be found hiking at the Cincinnati Nature Center with her husband, Tom, and their dogs. Together, they love cooking and trying out new recipes. In the fall, they enjoy hosting a tailgate parties before cheering on the Cincinnati Bearcats football team.


Specialties: financial issues surrounding divorce and death, holistic financial planning, multi-generational financial planning, wealth planning for women

Education

University of Cincinnati, BA, Communication

Designations

CERTIFIED FINANCIAL PLANNER™

Community Involvement (3)

  • Leukemia and Lymphoma Society: Team in Training participant, Light the Night Walk Executive Leadership
  • Team Member, Man & Woman of the Year Executive Leadership Team Chair
  • Ronald McDonald House, Planned Giving Council

Awards & Honors (1)

  • University of Cincinnati, Outstanding Alumna Award

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