Talking about money can feel personal and even a little vulnerable. That’s why Christina Duffy, a financial advisor at UBS Financial Services, Inc. and Hyde Park resident, believes the key to financial confidence starts with finding someone you trust.
Whether you're just starting to think seriously about your finances, have some experience but want to sharpen your strategies, or feel like a pro ready for the next level, there’s always room to grow. Christina emphasizes that financial wellness isn’t about how much you have—it’s about how well you manage what you have.
For the past 11 years, Christina has been part of the Horton Neville Shick Wealth Management Group. What really drives her is building relationships that go beyond the numbers.
“We have a generational approach,” Christina says. “It’s not just about working with individuals and families—it’s about getting to know their children and even their grandchildren. It’s about creating lasting connections and helping people navigate their financial journey.”
Christina and her team focus on understanding each client’s personal history, goals, and values. By doing so, they help organize financial lives into clear categories: what you need now, what you want for the future, and the legacy you hope to leave behind.
No matter where you are in your financial journey, Christina encourages open conversations about money. “A lot of the conversations we have aren’t strictly about money,” she explains. “We talk about caring for aging parents, navigating a late-in-life divorce, and the big life changes that impact your financial world. Our goal is to make those discussions feel approachable and supportive.”
Her passion for helping others reach their goals is what keeps Christina inspired. “It’s incredibly rewarding to be part of someone’s journey—to see them hit those financial milestones and feel a sense of security and pride,” she says.
One area Christina is especially passionate about is empowering women to take charge of their finances. “Historically, women haven’t always been included in financial conversations,” she notes. “I want to change that by creating a space where women feel confident talking about money and planning for their futures.”
Looking ahead, Christina is excited to continue helping her neighbors tackle their financial goals. “Talking about money doesn’t have to be uncomfortable,” she says. “When you focus on what matters most to you—your family, your dreams, your values—that’s when real financial planning starts.”
4 Practical Tips for Financial Wellness
Spring isn’t just for decluttering your home—it’s a great time to refresh your financial life too. Christina shares four simple ways to help boost your financial wellness this season, tailored to wherever you are in your financial journey:
If you’re just starting out: Know your number. “Understanding your cash flow is step one,” Christina says. “Figure out how much you spend in a year. It’s the foundation for everything that comes next.”
For those with some experience: Check your expenses. “Look at your bank statements and identify patterns,” Christina suggests. “Are there subscriptions you forgot about or expenses you can cut back? Small changes can add up.”
For seasoned planners: Set clear goals. “What do you want your life to look like a year from now? Five years? Twenty?” Christina asks. “Write down those goals and map out the steps to achieve them.”
Everyone needs to: Protect your finances. Review your credit report and strengthen your online security. “Cybersecurity isn’t just a tech issue—it’s a financial one too,” Christina reminds us.
Financial wellness isn’t about being wealthy—it’s about feeling in control of your money and your future. No matter your starting point, a little spring cleaning for your finances can help you feel prepared for whatever comes next.
Disclosure: Christina Duffy is a Financial Advisor at UBS Financial Services Inc. in Kenwood, OH. This is for general information only, not tailored investment advice. Investing involves risk. The views are Christina's and may not reflect UBS's. For our client relationship summary disclosures, please visit ubs.com/relationshipsummary. UBS Financial Services Inc., Member FINRA/SIPC
Christina emphasizes that financial wellness isn’t about how much you have—it’s all about how well you manage what you have.
“We have a generational approach,” Christina says. “It’s not just about working with individuals and families—it’s about getting to know their children and even their grandchildren. It’s about creating lasting connections and helping people navigate their financial journey.”