Christi Noren · LPL Financial Affiliated · Columbus, OH
Wealth management, made personal.
I'm Christi Noren. I help individuals and families at every stage of life make clear, confident decisions — with a plan built entirely around them.
No asset minimums · No judgment · Free 30-minute intro call
JUST STARTING MY JOURNEY
First paycheck, first savings, first questions. No minimums, no judgment.
Whether you're opening your first IRA or figuring out what to do with your 401(k), We will walk you through it in plain language — at whatever pace works for you.
Start here →PROTECTING WHAT YOU’VE built
Retirement income, tax-aware investing, and legacy planning with a real partner.
You've built something worth protecting. Let's make sure your portfolio, your income plan, and your legacy are all working together the way you intended.
Start here →
MEET CHRISTI
Financial guidance that meets you where you are.
I got into this work because I kept hearing the same thing from people: they felt too embarrassed to ask for help or too small to matter to a big firm. That belief cuts people off from compounding and confidence. My practice is built the other way: education first, plain language always, and a relationship that grows as your life does.
HOW I HELP
Practical support for the decisions in front of you.
Everything I do starts with understanding your situation. From there we work on whatever pieces matter most right now.
Personalized financial planning
A roadmap built around your income, goals, and timeline, not a template.
Investment guidance
Straightforward advice on your portfolio with real explanations behind every decision.
Retirement strategies
Income planning, Social Security timing, and decisions that actually make sense in the account.
Building good habits early
Automating saving strategies and smart moves that pay off in a big way over time.
Life-event planning
New job, marriage, a baby, or inheritance — we plan for it, or manage it together.
WHO I WORK WITH
Every stage deserves real advice.
Our clients range from first time savers to people who've spent decades building. The strategy always determines the level of care.
Early-career adults & first-time investors
- Opening first investment accounts
- 401(k) enrollment and contribution strategy
- Paying down debt vs. investing
- Building an emergency fund completely
Households balancing today and tomorrow
- College savings planning
- Dual-income tax strategy
- Insurance and protection review
- Buying a home without derailing goals
Pre-retirees & retirees
- Retirement income sequencing
- Social Security optimization
- Required minimum distributions
- Legacy and beneficiary planning
IN THEIR WORDS
What working together feels like.
"I had about $1,500 saved and felt embarrassed asking anyone for help. Christi walked me through opening a Roth IRA in one conversation and never once made me feel small."
— Client, Age 24
"We came in with accounts scattered across four companies and no real plan. Now everything has a purpose and we know exactly what retirement looks like."
— Clients, married couple
"She explains things in normal language and answers her phone. That combination is rarer than it should be."
— Client since 2019
FREE GUIDE
Simple First Steps to Start Investing
A plain-English guide covering the rules, the myths, and the moves that actually matter for first-time investors. I'll walk you through the basics in under 10 minutes — and you'll never have to wonder where to start again. No strings attached.
NO PRESSURE. JUST A CONVERSATION.
No pressure. Just a conversation about your goals.
A free 30-minute intro call — in person in Dublin, by phone, or video. Bring your questions, however basic. No pitch.
Available in Dublin · By phone · Over video
Start Smart Newsletter
One email a week to help people building their first financial habits. One email a week.