Christi Powell

CERTIFIED FINANCIAL PLANNER · Retirement Income Certified Professional

EDMOND, Oklahoma

Virtual

In-Person

Specialties

Retirement PlanningWealth ManagementInvestment PlanningTax PlanningRetirement Income

About Me

Financial Planner is my third and final career choice.

After practicing dental hygiene for 20 years, I enjoyed being the Christian Education Director at First Methodist in Oklahoma City. I helped rebuild after the Murray Bombing and then moved on to obtaining my CFP designation. My life experiences give me some perspective and empathy with clients. Educating and empowering clients to accomplish their goals, focus on their plans, and enjoy their wealth with confidence is my aim. I merged with Perissos Private Wealth Management, LLC in 2024 with a collaborative succession plan. Clients appreciate having a multi-generational planning firm to guide well into the future.

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Interests & Hobbies

Travel, Reading

Ready to talk?

Always free for clients.

Credentials

CERTIFIED FINANCIAL PLANNER, Retirement Income Certified Professional

Chartered Designations

What do these credentials mean?
See FINRA's official explanation →

Connect

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SEC Investment Adviser Public Disclosure

Disclosures

We only provide wealth management services to clients. Website and classes are for educational purposes only. While we have discretion over portfolios, client conversations help guide our management decisions.