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Christy  Plunkett-Barese

Christy Plunkett-Barese

Wealth Management Advisor

Christy has dedicated her professional career to helping others first in the nonprofit sector with organizations like The American Red Cross and The Leukemia & Lymphoma Society, and now as a Wealth Management Advisor with Bastion Wealth Group. Christy has a gift for connecting with people and it sets her apart as a Financial Advisor.  

Her goal is to add significant value to her clients’ lives and her approach is very down to earth. She believes that financial planning should be accessible to anyone who aspires to financial freedom. She works with individuals and families but is passionate about helping women to feel confident and to have agency over their lives.  

When she’s not working with her clients, she enjoys spending time with her husband, son, and family dog known as the mayor of her neighborhood. Being present in her family’s life is a priority. In her down time, she enjoys reading, wine tasting, drinking coffee and spending time with friends. 

Book some time with Christy here.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance Lic# 4189951.