Wealth Advisor

Areas of Focus

  • Divorce Financial Planning

  • Estate Planning

  • Financial Life Planning

  • Investment Management

  • Loss of Spouse or Partner

  • Retirement Planning

  • Taxes



Mooresville, NC
(serving clients nationwide)

 
 

Qualifications & Experience

  • B.S. in Accounting, University of Colorado Boulder

  • MBA in Finance, University of Oregon, Lundquist College of Business

  • Chartered Retirement Planning Counselor (CRPC®)

  • Certified Divorce Financial Analyst (CDFA®)

  • Over 30 years in wealth management and financial education

  • Roles from corporate finance to portfolio manager to principal wealth manager, now with ONE Advisory Partners

About

Christel Turkiewicz is a Wealth Advisor at ONE Advisory Partners based in Mooresville, North Carolina. She holds a B.S. in Accounting from the University of Colorado Boulder, an MBA in Finance from the University of Oregon’s Lundquist College of Business, and holds CRPC® and CDFA® designations. With over 30 years in wealth management and financial education, Christel brings deep expertise and empathy to her work, guiding clients through estate planning, retirement readiness, taxes, investment management, financial life planning, divorce, and loss of a spouse or partner.

Christel excels at guiding women through financial transitions before or after divorce and following a loss. She serves as a coach and accountability partner. She began her career in corporate finance and progressed to roles in portfolio management and wealth advisory. At ONE Advisory Partners, she uses her experience and credentials to offer holistic, personalized support. Christel also founded The Time To Flourish, a platform helping women make empowered financial choices during uncertain times.

Previous
Previous

Jeffrey Davis AAMS®

Next
Next

Jordan Jensen