Chrissy Israel, ChFC®

Chrissy joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Wealth Advisor at Waverly, Chrissy brings several years of experience in Investment Management, Retirement Planning, Generational Wealth Planning, and Charitable & Family Gifting. Chrissy has attained comprehensive applied knowledge in essential financial planning as a Chartered Financial Consultant® (ChFC®). Chrissy is passionate in aiding clients in achieving their financial goals, engaging in creative problem-solving, embracing continuous learning, and providing education on essential topics like Retirement, Estate consideration, Charitable giving, and Tax Planning.

In her spare time, Chrissy loves the chaos that comes with her energetic family! Her husband and her have two boys and a German Shepard. They spend a lot of their time outside playing just about any sport you can think of. She likes traveling as much as she can, trying new recipes, and getting lost in a good book!

Education

• Wright State University
• The American College of Financial Planning

Community Involvement

• Gem City Kitties – Executive Board – President
• Buckingham Big Heart Charitable Committee – Vice President

Ask Me About:

• How your philanthropic goals can make a lasting impact in your financial plan
• Why Tax considerations are so important in retirement
• Retirement planning