Celeste, Partner at C3 Financial Partners (formerly Texas Financial Partners), and her family, recently relocated to Dallas from Austin. We believe that Celeste’s skills and expertise offer tremendous value to the Dallas market. She brings with her more than a decade of experience in life insurance and financial services, having previously worked for John Hancock and Pacific Life, among other companies. We have worked with Celeste throughout her career and were delighted when she joined our team in March 2018. Her expertise includes life insurance product management, competitive intelligence, case design, advanced planning, and planning for global citizens. It’s not merely her resume and accomplishments that make Celeste a unique asset to C3. Her fluency in both English and Spanish—she is a Certified Spanish Translator—allows her to provide exceptional service to our Spanish-speaking clients. Moreover, she is a young, talented professional who can help us serve our clients across the generations and is an instrumental addition to our commitment to client continuity.
Celeste has already had an incredible effect in her new environment, having gone above and beyond to assist some of our clients with urgent matters. She is an invaluable asset to our team and our clients. We believe she will be instrumental in helping to lead the next generation of advisors, and someone who will provide the kind of stability and continuity that our clients depend on.
C3 Financial Partners welcomes Celeste to Dallas, and we are excited to see the impact she will have in the years to come.