
Christina M. Maurillo, MBAemail
Professional Story
Knowledge is the key to a successful financial future.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight, and capability.
My mission is to help families plan for the future of their dependents with special needs by providing education and possible financial solutions, which can help maintain a lifetime of quality care. As a Special Care Planner, I help families:
- Gain a greater understanding of government benefits
- Understand some of the techniques available to help preserve government benefit eligibility for SSI and Medicaid
- Understand financial issues in special needs planning, including funding special needs trusts
- Understand the benefits of a Letter of Intent
- Learn about the role of a guardian and conservator with respect to their special needs dependent
- Determine how much money is needed to fund a lifetime of quality care
I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 6 Corporate Drive, Shelton, CT 06484 Tel: 203-513-6000
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY. CA InsuranceLic# 0D23354
Education
Fordham Gabielli School of Business MBA Finance
Kellogg Executive ProgramHobbies
Sailing
Yoga
Running
BikingLanguages:
- English
Credentials:
- ChFC®
- ChSNC™
- LUTCF®
- CLU®
- RICP®
- MBA
Specialties:
- Insurance Strategies
- Investment Strategies
- Retirement Strategies
- Retirement Income Planning
- College Funding Strategies
- Risk Management Strategies
- Estate Planning
- AofFP
- Special Care
- Business Owners
- LGBTQ
- Group Benefits
- Military
- Charitable Giving
- Business Succession Planning
Check the background of this investment professional on FINRA’s BrokerCheck
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