The “Financial Freedom Formula”: Inside Chris Quintana’s Holistic Approach to Wealth Management

In an era where traditional financial planning often falls short, one woman is revolutionizing the industry with a bold, client-centric approach. Meet Chris Quintana, a financial strategist and estate planner who is on a mission to empower her clients to achieve true financial freedom.

Quintana’s journey into the world of finance was anything but conventional. After being taken advantage of by a financial professional early on, she became determined to take control of her own finances and share her newfound knowledge with others. This led her down an unexpected path, where she discovered a passion for challenging the status quo and providing her clients with a truly personalized, “done-for-you” financial planning experience.

In this insightful Q&A, Quintana sits down with Nina Hershberger to discuss her unique “Financial Freedom Formula,” her innovative investment strategies, and how she’s helping busy professionals break free from the constraints of the traditional financial system. Prepare to have your perceptions of financial planning transformed as we delve into Quintana’s trailblazing approach.

Nina Hershberger: Welcome to our interview with Chris Quintana, a financial strategist and estate planner who is shaking up the traditional financial planning industry. Chris, it’s great to have you here today.

Chris Quintana: Thank you so much for having me, Nina. I’m excited to share my unique approach to financial planning and how I’m empowering my clients to achieve true financial freedom.

Nina Hershberger: Let’s start by talking about your background. How did you get into this industry, and what inspired you to take a different path?

Chris Quintana: Well, it’s an interesting story. I never dreamed I’d end up in the financial planning industry. In fact, I was actually taken advantage of by a financial professional early on, and that experience made me determined to take control of my own finances.

I started studying and researching on my own, and I became frustrated by the lack of financial education in our school systems. I felt that there were simple concepts that could have helped me avoid that negative experience. So, I began sharing what I was learning with friends and family, and before I knew it, I had a growing group of people seeking my advice.

Nina Hershberger: That’s a powerful story. So, what made you decide to take the leap and become a financial professional yourself?

Chris Quintana: It was a gradual process. I met a female financial advisor who inspired me with her dedication to helping women achieve financial security. She kept encouraging me to get my licenses and join the industry, and eventually, I realized that I had a unique perspective and approach to offer.

I didn’t want to just be another financial planner, though. I wanted to create a truly holistic, client-centric experience that went beyond the traditional investment portfolio. That’s how I developed my “Financial Freedom Formula” – a comprehensive program that addresses growth, protection, and savings for my clients.

Nina Hershberger: That’s fascinating. Can you tell us more about this “Financial Freedom Formula” and how it differs from the typical financial planning approach?

Chris Quintana: Absolutely. The key difference is that we take a truly comprehensive, “done-for-you” approach. We don’t just give our clients a list of investment options and tell them to figure it out. Instead, we create a customized GPS plan for growth, protection, and savings.

This means we handle everything from tax strategies to estate planning. We even have dedicated “concierges” who work one-on-one with each client to ensure seamless implementation. The goal is to make the process as easy and stress-free as possible for our busy professional clients.

Nina Hershberger: That sounds like a refreshing change from the typical financial planning experience. What are some of the alternative investment strategies you utilize in your approach?

Chris Quintana: Well, one of my personal favorites is real estate investing. I’ve found that many of the wealthiest individuals in the world have built their fortunes through strategic real estate investments.

We work with vetted developers who need bridge financing for their projects, and we’re able to offer our clients the opportunity to participate in these deals and earn attractive returns. We also utilize tax lien investing, which can provide consistent, contractual income streams.

The key is that we vet these opportunities thoroughly and put our own money alongside our clients’ investments. We don’t just present them with options – we have skin in the game as well.

Nina Hershberger: That’s a really interesting approach. It sounds like you’re empowering your clients to become their own “banks,” in a sense.

Chris Quintana: Exactly! That’s a great way to put it. We want our clients to understand that they don’t have to settle for the meager returns offered by traditional savings and investment vehicles. By leveraging alternative strategies, they can become the lenders and earn much higher yields on their capital.

Of course, we always emphasize the importance of diversification and risk management. Not everything is 100% guaranteed, but we work hard to mitigate risks and provide our clients with the education and support they need to make informed decisions.

Nina Hershberger: That makes a lot of sense. Before we wrap up, what advice would you give to someone interested in exploring your approach to financial planning?

Chris Quintana: I would encourage them to visit my website,, and explore the “Financial Freedom Formula” program. They can learn more about our comprehensive services and schedule a consultation to see if it fits their needs.

The most important thing is to be open-minded and willing to think outside the traditional financial planning box. Our clients are looking for a different way to build wealth and secure their futures, and we’re here to provide that innovative, personalized solution.

Nina Hershberger: Fantastic. Thank you so much, Chris, for sharing your unique perspective and approach with us today. I’m sure our readers will find this incredibly insightful.

Chris Quintana: Thank you, Nina. I’m grateful for the opportunity to share my story and, hopefully, inspire others to rethink their approach to their financial futures.

Tamara "Tami" Patzer

Tamara "Tami" Patzer is a publisher at Women Innovators Publishing and is a popular host at Business Innovators Radio. She has surpassed 500 interviews. She is the creator of Daily Success and award-winning Women Innovators. She works with authors, influencers, innovators, and trendsetters who offer professionals services. Tami teaches Social Media and Marketing courses at Florida Gulf Coast University.