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Christine H. Wolferman

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

Get Directions to 95 Pondfield Rd.

95 Pondfield Rd.
Bronxville, NY 10708

Get Directions to 95 Pondfield Rd.

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

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.

INVESTMENT PRODUCTS AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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Important Information

The products and services mentioned in this page are not offered to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

Citigroup Inc. and its affiliates do not provide tax or legal advice.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (CGMI), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.

Banking products and services are offered through Citibank, N.A., NMLS #412915, Member FDIC and Equal Housing Lender. Citibank is not responsible for obligations of its affiliates.

© Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.

Citigroup Inc. and its affiliates do not provide tax or legal advice. Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

© 2024 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.