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Christina Winters Gears helping financial decisions


christina@cmwfinancial.com

Creating & Managing Wealth
5201 N O’Connor Blvd.
Suite 200
Irving, Texas 75039

  (972) 831-8866
  (972) 831-8877

Christina Winters Gears

President/CEO

My Approach

Comprehensive, integrated life planning. Focusing completely on what’s best for the client. My goal is to educate my clients so they make the most informed decisions at every stage of their career- during the accumulation period, the transition into retirement, and the most critical time, when managing distributions in retirement.

Areas of Focus

Superintendents, C-suite executives, women in transition through death, divorce or separating from a corporation, presidents of colleges and their cabinet, small business owners

Awards & Recognition
  • US Chamber of Commerce Small Business Blue Ribbon Regional Award Winner- One of the top 7 Small Businesses in the United States
  • Outstanding Volunteer of the Year, Greater Irving-Las Colinas Chamber of Commerce
  • Volunteer of the Year, Dallas County
  • Golden Rule Award for Education, JC Penney
  • Texas State Life PTA Award
  • President’s Volunteer Action Award | High-Spirited Citizen, City of Irving
  • Community Involvement, American Cancer Society
  • Best Performance by Medium-Sized Company, Irving Academy of Community Services
  • 10 Year Super Lunch Hall of Fame, Salvation Army
  • Who’s Who of American Women
  • Who’s Who of American Finance
  • Fellow Award, Irving Schools Foundation
  • Sister Cities Clay Dobson International, Greater Irving-Las Colinas Chamber of Commerce
  • Friend Award, Texas Council of Women School Executives
  • H. Ted Olson Memorial, DFW Humane Society
Licensing and Professional Registrations
  • FINRA Series 7: General Securities Representative
  • FINRA Series 24: General Securities Principal
  • FINRA 63: Uniform Securities Agent State Law Exam
  • FINRA 65: Investment Advisors Law Exam
  • FINRA Series 6: Investment Company Products/Variable Contracts Representative
  • AIF®: Accredited Investment Fiduciary
    Completed Executive CFP Program Studies through College of Financial Planning 1995
Community Involvement
  • Irving Las Colinas Chamber Economic Development (2012 – Present)
  • Irving Schools Foundation (2008 – Present)
  • Texas Association of Business-Finance Committee (2015-Present)
  • Dallas Women’s Museum, Founding Benefactor
  • Irving Las Colinas Chamber of Commerce (2011 – Present)
  • Dallas Straight Talk (1993 – 1997)
  • Cancer Treatment Centers of America (2011 – 2016)
  • Irving International Women’s Consortium, Founder (2005 – 2016)
  • Leadership Texas, Class of 1996
  • North Texas Commission (2013 – 2016)
  • Senior Services Alliance (2012 – 2016)
  • Irving Fire Foundation (2006 – 2011)
  • Salvation Army (1993 – Present)
  • Dallas Women’s Foundation (2002 – 2012)
  • Irving Sister Cities (2012 – 2015)
  • Las Colinas Women’s Association (2002 – 2016)
  • French-American Chamber of Commerce (2013 – 2016)
  • Southern Methodist University Library (1999 – 2003)
  • Carrollton/Farmers Branch Education Foundation (2001 – 2007)
  • Irving Symphony Orchestra (2008 – 2009)
  • DFW Humane Society (2002 – Present)
  • Dallas Independent School District (1993 – 2006)
  • IGNiTE Texas (2013 – Present)
  • Irving Independent School District (1993 – Present)
  • Irving Firefighter’s Ball (2006 – 2012)
  • Irving Police Award Banquet (2007 – Present)
Community Photos

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisors.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com Creating and Managing Wealth, LLC and the above companies are independent, and non-affiliated.

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