About Christian Amsberry

Hi, I'm Christian Amsberry. For more than twenty years, I've helped women organize their financial lives after losing a spouse.

I understand the weight you're carrying right now because I've walked through this journey with so many women who felt exactly like you do. My approach is straightforward: I take care of the financial details that overwhelm you so you can focus on healing.

I chose to keep my practice small so you always work directly with me. When you're ready to talk, you reach me personally. When concerns come up at unexpected moments, I'm here to address them. You deserve this level of care and attention during one of the most challenging times in your life.

What Shaped My Perspective On Money

I grew up with two grandfathers whose approaches to money couldn't have been more different.

Grandpa John, an editor at Farm Journal, never earned much but understood the power of compound interest. He invested early in Vanguard funds and spent his retirement reading the Wall Street Journal daily, even after a stroke. His discipline left his daughters financially secure.

Grandpa Mel was a successful dentist who lost everything in the 1980s savings and loan crisis. At sixty, he had to start over, opening a new practice to rebuild what bankruptcy had taken. Watching him navigate that stress taught me how financial security affects every aspect of life.

These contrasting experiences showed me that wealth isn't about how much you earn, but how thoughtfully you manage what you have. That understanding drives everything I do today.

Why Widows Became My Focus

Two experiences made this work deeply personal. Through NextVillage (a San Francisco non-profit helping seniors age in place), I spend time each week helping seniors in San Francisco with tasks most people take for granted. Fixing computer problems, organizing medications, even taking out trash. I've seen how overwhelming life becomes when you're managing everything alone.

My father's Parkinson's diagnosis brought this reality even closer. I talk with my mom daily, watching her coordinate his care while handling decisions that used to be shared. The weight she carries makes me acutely aware of how much more difficult this journey becomes when you're facing it without a partner.

Working with widows allows me to use my expertise where it matters most. There's something profound about helping someone realize they're going to be financially secure, that they can keep their home, that their future is protected. It's similar to what my father experienced as a veterinarian - the satisfaction of solving problems that genuinely improve someone's life.

My Background

I started investing at fifteen and built my career across the financial industry, spending nearly a decade at Sagemark Consulting after earlier roles at Wells Fargo and Merrill Lynch. I studied Business Administration with a minor in Religious Studies at Saint Mary's College of California.

Beyond work, I co-founded the Walnut Creek Rotary Club and served as president. I'm also active with the Knights of Malta and serve on the Board of Advisors at the Brian D. Stevens Foundation, both organizations committed to helping people during difficult times.

Life Outside The Office

My wife, Tammi, heads People Operations at an AI healthcare startup while pursuing her master's in clinical mental health counseling. We share a love of good food, travel, and staying active. Our Border Terrier, Boss, has been part of our family for twelve years and has strong opinions about everything.

I'm admittedly an old soul who genuinely enjoys 5 PM dinner reservations and planning our next cruise. The annual trip with my parents has become sacred time, reminding me that the best investments are often the memories we create with people we love.

I stay curious about everything from travel optimization to emerging health research, probably spending too much time exploring various corners of the internet. But I believe staying engaged with the world makes me better at understanding what matters to the people I work with.

Let's Talk

If you're navigating financial decisions after losing your spouse, I'd welcome the opportunity to discuss how I might help with your wealth management and retirement planning needs.