Christina Shaffer, CFA®

Director of Fixed Income
shaffer@allgenfinancial.com

Christina Shaffer, CFA®, Director of Fixed Income

Christina Shaffer, CFA®, is Director of Fixed Income at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. Christina is passionate about the markets and aligning clients’ investment strategies with their financial plans, making her a key member of the Investment Management Team.

As a native Floridian, Christina graduated with a bachelor’s in economics from Rollins College in Winter Park, FL, and she is a Chartered Financial Analyst® charterholder and a Series 65 Investment Advisor Licensee. Before joining AllGen, Christina spent four years in New York City working for Schwab’s Center for Financial Research, focusing on fixed income, currency, and economic research. With over nine years of experience in investment management and market research, she has published articles on the bond market, currencies, and the economy. Christina is a board member of the CFA Society Orlando, and she is dedicated to empowering and educating women to jump-start careers in the financial services industry. In her personal life, she enjoys spending time with her family, snow skiing, going on cruises, and visiting Disney or Universal. To learn more about Christina, connect with her on LinkedIn.

Credentials

  • Graduated with a Bachelor’s in Economics from Rollins College in Winter Park, FL
  • Chartered Financial Analyst (CFA®) Charterholder
  • Series 65 Investment Advisor Licensee
  • Over 8 years of experience in investment management and market research
  • Previously published articles on the outlook for the various areas of the bond market, currencies, and the economy as a part of Schwab’s Center for Financial Research

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