Christine Sakraida

Christine Sakraida serves as Vice President, Executive Financial Planner at UWM, where she leads the firm’s financial planning initiatives and develops personalized strategies for affluent and high-net-worth clients. Recruited in 2025 by President Lily C. Huber, in collaboration with co-founders René Nourse and April Charles, Ms. Sakraida joined UWM’s succession team to strengthens the firm’s advanced financial planning services.

Prior to joining UWM, Ms. Sakraida was a Senior Director of Financial Planning at Oppenheimer & Co., where she provided guidance as a trusted fiduciary advisor, guiding clients through complex financial decisions involving investment strategies, insurance, tax planning, employer retirement plans, estate planning, and wealth transfer. She specializing in modeling intricate equity awards such as RSUs, ISOs, NQSOs, and PSUs ensures clients receive precise, tailored advice to maximize their financial outcomes. By developing hundreds of customized financial plans, she has consistently helped clients navigate their unique financial landscapes with clarity and confidence.

Ms. Sakraida holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Colorado at Boulder. She is a Certified Financial Planner™ (CFP®), a Certified Exit Planning Advisor (CEPA®), and holds Series 7, Series 65, Series 63 licenses, as well as life and health insurance certifications.

Outside of work, she enjoys hiking, skiing, golfing, and supporting animal welfare causes. She lives with three cats and a turtle and regularly attends animal charity galas.