Christine H. Wolferman
Vice President – Wealth Management
Senior Wealth Advisor
NMLS# 801727
- Phone: (914) 793-4946
E-Mail: christine.h.wolferman@citi.com
95 Pondfield Rd.
Bronxville,
NY
10708
95 Pondfield Rd.
Bronxville,
NY
10708
Citi Personal Wealth Management helps you connect future aspirations and present needs.
Whether you are looking ahead to retirement, planning a child’s education, or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.
Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – From identifying your financial goals to helping you make them a reality. We’ll also work with trusted Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.
About Christine H. Wolferman
Christine focuses on helping clients plan for their financial goals by devising investment strategies designed to reach those goals while managing risk. She believes success starts with developing a financial plan based on clients' individual needs and priorities, implementing strategies based on those objectives and staying in touch with clients. As a woman she enjoys educating other women so they can make more informed decisions about their finances.
Christine began her investment career at Merrill Lynch in 1999. In 2006, she transitioned to banking and began working with Financial Advisors, helping their clients with banking and lending needs. In April of 2012, Christine joined Citibank as a Citigold Relationship Manager then in August 2014 joined Citi Personal Wealth Management as a Financial Advisor. In 2023 Christine became the leader for the Sound Harbor Planning Group at Citi Personal Wealth Management.
Christine reside in Ridgewood, NJ with her husband and four children. She loves travel and spending time with the family. She plays competitive tennis, has a workout routine and has also joined the Pickleball craziness.
Christine earned a Master's degree in Banking and Finance from Boston University. Christine has also participated in classes at The Wharton School, as part of a Citi Program.
Christine's Awards
The methodology for each award/rating has been reviewed, but not verified, by Citigroup Inc. (Citi) or its affiliates. Please contact the provider of the relevant award/rating for information regarding eligibility of the underlying criteria and factors utilized in compiling the data. The receipt of an award/rating with respect to a product or service may not be representative of the actual experience of any client and is not a guarantee of future performance success. Citi or its affiliates paid compensation to obtain or use the award/rating. These awards consider information provided by Citi (and other applicants), and do not solicit input or responses from actual clients.