
Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters
October 22, 2025
by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...
Christi Miller enjoys the long-standing relationships she develops with her clients and their families while providing them with continued ‘Raving Fan’ service as a Senior Client Service Manager on the Finerty Team at Moneta.
Christi graduated from Hickey College, obtained her Financial Paraplanner Qualified Professional™ (FPQP) designation in 2001 and began her career at Moneta in 2003.
She values the vast knowledge base and many areas of expertise represented by her team. She has seen growth and changes at Moneta during her multiple decades with the firm, but strongly believes the core values remain. First and foremost, Moneta and her team are focused on putting clients first.
Outside of work, Christi and her husband enjoy volunteering at their church, restoring and showing classic vehicles together, kayaking, and spending time with their two adorable dachshunds.
Dive into the latest insights from our expert team with our personal touch.
October 22, 2025
by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...
October 10, 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...