Investment Management and Financial Planning

Rose Pine Financial

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Strength with intention — financial plans rooted in clarity and care

Welcome

I'm Christine Wilson, CFP®, ChFC, MBA, founder of Rose Pine Financial, an independent fiduciary helping individuals and families bring clarity, structure, and confidence to their financial lives.Most financial decisions don’t happen in isolation—they're connected. Taxes, investments, retirement planning, and risk all work together. Without a coordinated strategy, it's easy to miss what matters most.I help bring those pieces into focus so you make confident, informed decisions.Before founding Rose Pine Financial, I was a financial adviser at a broker/dealer, worked in federal law enforcement, and served in the U.S. Air Force. That background shaped my approach: disciplined, detail-oriented, and focused on protecting what matters most.Education & Credentials
- CERTIFIED FINANCIAL PLANNER™ 2025
- Masters of Science Finance, 2025
- Master of Business Administration (MBA), 2013

• What is a CFP®? See my profile here

Your Financial Life, Simplified

How I Help

I provide personalized financial planning and investment management designed to simplify complexity and support long-term financial confidence.
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Comprehensive Financial Planning
Full financial strategy tailored to your goals, values, and life stage.Investment Management
Disciplined, diversified portfolios built for long-term growthRetirement Planning
Transition into retirement with confidence and flexibility.Wealth Protection & Risk Management
Identify and address financial risks so your plan stays resilientTax-Aware Strategies
Reduce unnecessary tax drag and improve long-term efficiency.Legacy & Estate Planning Coordination
Ensure your wealth is structured and aligned with the people and priorities that matter most to you.

A Thoughtful, Personal Approach to Financial Planning

How it Works

Working Together1. Understand Your Goals
We start with a conversation about your financial situation and what matters most to you.2. Build Your Strategy
I create a coordinated financial plan that connects investments, taxes, retirement, and risk.3. Implement the Plan
We organize and put your strategy into action in a clear, manageable way.4. Ongoing Guidance
As life changes, your plan adapts with it.Fees & TransparencyI believe financial advice should be clear from the beginning. My services are offered through an assets-under-management (AUM) fee structure.Before we begin working together, I will always clearly explain fees so you understand exactly how I am compensated and what to expect.Ready to Bring Clarity to Your Financial Life?Let’s talk about where you are today and where you want to go. A simple, no-pressure conversation to see if working together makes sense. Click on the "Schedule a Conversation" button to get started.

Protecting your Privacy is Important to Us

Privacy Policy

Effective Date: May 29, 2026What does Rose Pine Financial do with your personal information?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some, but not all, sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information.Please read this notice carefully to understand what we do.The types of personal information we collect and share depend on the product or service you have with us.
This may include name, address, phone number, email, Social Security number, date of birth, income and
account balances, investment experience and risk tolerance, assets and transaction history.
When you are no longer our client, we maintain and safeguard your information as described in this notice.
How We Share Information
Financial companies share client information to conduct everyday business. The table below describes the
reasons financial companies may share personal information and whether Rose Pine Financial shares that
information.'
Reasons we can share your personal information
Does Rose Pine Financial share | Can you limit this sharing?
For our everyday business purposes (such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus) Yes | No
For our marketing purposes (to offer our products and services to you) No | Not applicable
For joint marketing with other financial companies No | Not applicable
For affiliates’ everyday business purposes (information about your transactions and experiences) No | Not applicable
For affiliates’ creditworthiness information No | Not applicable
For non-affiliates to market to you No | Not applicable

Who We Are
Rose Pine Financial is providing this notice.
Contact: Christine Wilson, CFP®, ChFC®, MBA | (719) 334-6668 | [email protected]
What We Do
How we protect your personal information
To protect your personal information from unauthorized access and use, we use safeguards that comply with applicable federal and state law. We maintain reasonable safeguards to protect client information, including:
• Password-protected systems
• Multi-factor authentication where available
• Secure cloud storage and restricted access
• Physical safeguards and secure disposal practices
• Vendor review
How we collect your personal information
We collect your personal information, for example, when you:
• Open an account or enter into an advisory agreement
• Provide account or financial information
• Share investment goals or financial planning data
We may also collect information from third parties such as custodians and service providers, including
Charles Schwab & Co., Inc.
Why it is not possible to restrict all sharing
Federal law only allows you to limit certain types of sharing. Because we do not engage in affiliate or
marketing sharing or joint marketing, those opt-out rights do not apply. We do not engage in those types of
information sharing.
Definitions
Affiliates: Companies related by common ownership or control. Rose Pine Financial has no affiliates.
Non-affiliates: Companies not related by common ownership or control. We do not share with non-
affiliates for marketing purposes.
Joint marketing: A formal agreement between non-affiliated financial companies to jointly market products
or services. Rose Pine Financial does not engage in joint marketing.
Other Important Information
We will promptly notify you of any material changes to our privacy policy as required by law.

EMPOWERING FINANCIAL FUTURES

Contact Information

Christine Wilson, CFP®
Founder & Wealth Adviser
Rose Pine FinancialRose Pine Financial is a registered investment adviser in the State of Colorado and in states where it is registered, notice-filed, or exempt from registration (CRD #342646). Registration does not imply a certain level of skill or training. This website is for informational purposes only and does not constitute personalized investment, legal, or tax advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results, and no guarantees are made regarding investment outcomes.For additional information about our services, fees, and conflicts of interest, please refer to our Form ADV Part 2A.

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Please do not include confidential account numbers or sensitive personal information in our forms.