Christi Staib is the President of Staib Wealth Management, a financial consulting and investment firm that covers eleven states. She has been a registered advisor at major wirehouses for the last decade and is currently a registered principal of LPL Financial, the largest independent broker-dealer in the United States (based on total revenues as reported in Financial Planning Magazine, June 1996-2014).
She is a trusted partner to each client and is responsive to his or her needs and problems. She demonstrates that she and her firm value their business. Christi provides individuals and families guidance on investments and debt management. Christi seeks specific solutions to each individual or family issue.
In 2007 she was a member of the Winner’s Circle for being in the top 10% of her peers at a large investment firm. In 2008 she become a member of the Executives Club for the same firm earning the title of Vice President. In 2009 she was recognized as a Five Star Wealth Manager – Best in Client Satisfaction. She’s also earned the 2010 Five Star Wealth Manager – Overall Satisfaction as well, being in the top 3% of the wealth managers in the Dallas/Fort Worth area.
Christi lives in Plano with her husband Bob. She has four children and ten grandchildren from her marriage.
- S. Management Mesa State College, Grand Junction, Colorado
- Chartered Retirement Planning Councilor
- B.A. Management, Finance & Economics Baylor University, Waco, Texas
Registrations and Licenses Held:
- Series 7 General Securities Registered Representative*
- Series 3 Futures and Commodities
- Series 63 Uniform Securities Agent State Law*
- Series 65 Uniform Investment Advisor Law*
- Life Insurance, Health Insurance, Variable Annuity*
* Registrations held through LPL Financial
Christi Staib is registered to do business in: AR, AZ, CA, CO, DC, FL, LA, MT, NC, TX, VA
Staib Wealth Management and the FIVE STAR Program are not affiliated.
Crescendo Business Services awards the Five Star Wealth Manager by asking consumers to evaluate their manager(s) based on nine different criteria: customer service, integrity, communication, value for fees charged, meets financial objectives, post sales services, quality of recommendations, and overall satisfaction. After filtering throught the responses and further evaluation, Crescendo compiles a list that identifies the Five Star Wealth Managers.