Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago

Christen Plotkin

Financial Advisor

Oakbrook Terrace, Illinois

Professional Profile

Call Me When

Call Me When... You feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.

Contact Method

christen.plotkin@ubs.com

Profession

  • Wealth Planner
  • Professional Certifications

    Accredited Wealth Management Advior - AWMA(R)

    Functional Expertise

  • Capital markets
  • Cash management
  • Charitable giving
  • Family business
  • Financial Modelling
  • Investments
  • Retirement
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
  • Client Results

    Membership

    Chicago Individual

    Member Since

    1 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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