Christina Shaffer, CFA®

Director of Fixed Income

About Christina

  • Director of Fixed Income within the Investment Management Team at AllGen Financial Advisors, Inc.
  • Native Floridian
  • Active member of the CFA Society Orlando Chapter
  • Spent 4 years in NYC, working for Schwab’s Center for Financial Research within fixed income, currency, and economic research
  • Passionate about the markets and the importance of aligning a client’s investment strategy with their financial plan


  • 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

Just for Fun

  • Is passionate about empowering and educating women to improve their financial health and/or to jumpstart their careers within the financial services industry
  • Currently learning German for fun with hopes to be fluent one day
  • Comes from a big family and enjoys spending time with loved ones
  • Favorite activities include snow skiing, going on cruises, and spending time at Disney or Universal

Allow us to guide you toward Financial Freedom. Lets start your journey!