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Christine McLean, CFS®, CFP®, EA, CMFC®

Member in Good Standing
Senior Financial Planner
Lutz, FL
CFS®
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About Christine

 
 
Christine is a registered representative with Commonwealth Financial Network.  She graduated Cum Laude from Madison University with a Bachelor of Science Degree in Marketing. 
She is a CERTIFIED FINANCIAL PLANNER™ professional, an Enrolled Agent (EA), a Certified Fund Specialist, a Chartered Mutual Fund Counselor and holds FINRA Series 7, 24, 63 and 65 securities registrations. She obtained her Florida insurance license for life, health, and variable annuities from the University of Florida.

Christine joined the Addessi Financial Team in 1993 and plays a key role in supporting the lead advisor with investment account operations, trade processing, and retirement income planning. She also prepares federal, state tax returns, and provides guidance on insurance and estate planning. 

Outside of work, she enjoys yard work, nature walks, movies, cooking, and playing board and card games. Christine has been happily married for 41 years.  

Contact Christine at:[email protected] 

 

Education

High School/GED
Bachelor's degree
Associate's degree

Licenses

Series 63
Series 65
Series 7

Other Credentials

CFP® EA CMFC®

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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Contact Christine

Lutz, FL
Email

At a Glance

IBF Designations 1
Member Since 2002
Other Credentials 3
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

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