About Christina Tumbleson Buda TX
Christina Tumbleson is a financial professional in Buda, TX, with a substantial and successful career at Charles Schwab Corporation. With nearly ten years of experience in the financial industry, Christina has seen her career thrive in California, Tennessee, and Texas. She is a diverse professional who currently holds Series 7, 9/10, and Series 66 licenses as well as a Variable Contracts Line of Authority. She is a Licensed Property & Casualty Agent and a Licensed Life & Health Agent who is driven to help people achieve their goals by assisting them in creating a plan and process that will let them thrive.
Christina Tumbleson obtained her higher education at the Dominican University of California, graduating with her Bachelor of Science in Psychology. She didn’t stop at her college education, though—Christina became a Certified Financial Planner at Belmont University, received her CRPC Designation from the College for Financial Planning, and obtained her CIMA Certificate from the University of Chicago Booth. Being dedicated to her profession helped Christina strive toward these educational milestones to be at the top of her game throughout her career.
Before entering the financial industry, Christina Tumbleson spent several years working as a personal trainer. She started as a Personal Trainer, Manager, and Yoga Instructor at Bodyworks, then moved on to be a Personal Trainer at 24 Hour Fitness.
In 2011, Christina Tumbleson started moving away from personal training and entering administration. She began working at Transendentist as a Car Specialist and HR Administrator, helping patients implement strategies to overcome dental phobia. She managed financial accounts, recorded transitions, and verified account balances while overseeing financial accountability of invoices, budgets, payroll, forecasting, and month-end close. Christina analyzed company budgets to advise dentists on per dental chair costs and operating budgets, exceeding monthly revenue goals, and more.
Her financial career officially began in 2013 with Brown & Brown Insurance Brokers of Sacramento, Inc. Christina Tumbleson worked as a Commercial Insurance Broker and provided unparalleled brokerage services to her clients. She specifically focused on a thorough analysis of business risk and comprehensive options for clients. Christina sold $6,317 in net revenue and obtained 58 qualified ex-dates within 25 days of going live as a producer, set up an inter-referral network with one of the largest solar companies, and directed marketing B2B sales for the company.
In 2014, Christina Tumbleson became a Financial Representative for Primerica Financial Services Insurance Marketing, Inc. With this company, she provided a consultative approach to identifying exposures, evaluating loss exposures, and more.
Christina Tumbleson has been with her current employer, Charles Schwab Corporation, since 2018 in several different positions. She initially started as a Client Relationship Specialist who consulted with clients to determine their financial needs and goals. Christina led a digital adaptation with FC’s and clients, engaged with clients through seminar offerings, led local marketing meetings on a monthly basis for the company’s Nashville, Franklin, Chattanooga, and Knoxville branches, and more. She eventually moved up to Associate Financial Consultant and became proactive as a client contact for business development. Christina led and created two to three new leads and opportunities a day to drive business for the Tennessee branch, persisted in pipeline management to ensure opportunities didn’t fall through cracks, and numerous other tasks.
Presently, Christina is a Sr. Specialist and Brokerage Service Representative CS&S, AAB, AAA, and ATM. Christina Tumbleson consistently provides world-class service through proficiency in the EDGE conversation model, displays strong ownership and EQ in all client interactions and follow-ups, and connects with a diverse clientele in personalizing each interaction with her knowledge of Schwab products and services.
