C. Eric Christiansen, CFP^®

Quantum Financial Planning

720 W Boone Ave, Suite 100
Spokane, WA 99201-2441

FINANCIAL ADVISOR'S WEBSITE

www.quantumplanning.com

(509) 328-6653 CONNECT WITH C. Eric

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Quantum is a fee-only Registered Investment Advisor. We get paid in two manners, a one-time flat fee for financial planning and as a percentage of assets.

Minimums

HOUSEHOLD INCOME MINIMUM

$150,000

Investable Asset Minimum

$750,000

My Links

Quantum Planning Website

Quantum Blog

General

C. Eric Christiansen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Quantum Financial Planning in Spokane, WA and the surrounding communities.

Financial Advisor Overview

The Quantum Process-PROVEN TO GIVE YOU PEACE OF MIND- A financial plan is not the same as financial planning. Financial Planning is a process, not an event. With our proven Quantum Process we follow the steps needed to get you organized, help you follow a plan and ultimately enable you to realize your dreams.

Financial Advisor Experience

C. ERIC CHRISTIANSEN, CFP® has worked at Quantum since 1995 and earned his CERTIFIED FINANCIAL PLANNER™ designation in 1999. He is now a managing partner at Quantum. Eric has been reappointed four times by Governor Christine Gregoire and Governor Jay Inslee to serve as a Trustee on the Financial Education Public-Private Partnership (FEPPP) board. Eric is a current member of the Financial Planning Association (FPA) and has served as a past president and past treasurer of the local FPA chapter. Eric has also served as the past president of the Northeast Community Center, and continues to serve as a board member. He is a member of the Spokane Estate Planning Council and the Rotary Chapter 21, and has served as the past president of Spokane’s Rotaract Club. He is also served as past board member and treasurer of the Spokane Club. Eric is a current board member of the First Presbyterian Christian School. Eric is originally from Nebraska and came to Spokane to attend Gonzaga University. Eric earned his BA degree of Business Finance from Gonzaga University in 1996 and studied abroad for one school year in Florence, Italy.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Insurance, Retirement, Life Planning, Sudden Wealth

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Quantum is a fee-only Registered Investment Advisor. We get paid in two manners, a one-time flat fee for financial planning and as a percentage of assets.