WELCOME TO IMAGINE MATH
Imagine a world where you feel empowered, educated, and confident in your financial decisions, supported by a trusted advisor who genuinely understands your unique challenges and can offer the expertise required to help you reach your goals.
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Imagine Math provides exceptional investment advice, uniquely tailored services, and financial education. We distinguish ourselves from big-brand firms by proudly operating as an independent, women-owned, fee-only Registered Investment Advisor (RIA).
FINANCIAL PLANNING
PORTFOLIO INVESTING
FINANCIAL EDUCATION
Our clients want a professional to coach them through money decisions, to calculate their master financial plan, to invest their portfolio of assets, and to collaborate with their tax, estate, insurance, and other advisors. New clients are often transitioning to managing wealth for the first time, perhaps after receiving an inheritance or launching their career. There is no asset minimum to get started. Imagine Math is based in Moorpark, California, but serves clients across the country and is accepting new clients in most states.
DIVORCE
SURVIVING SPOUSE
INHERITANCE
RETIREMENT
401(k) ROLLOVER
FIDUCIARY
Imagine Math is a fiduciary, meaning your best interests are the top priority.
FEE-ONLY COMPENSATION
No commissions, no kickbacks.
TRUST
We know that transparent communication and ethical business practices are the key to earning your trust.
CUSTOM
We can design bespoke portfolios that reflect YOU, your goals, your passions, and your values.
PARTNERSHIP
You will find us supportive and approachable, always open to questions, taking time to understand your unique journey, and following your desired work pace and style.
ACCOUNTABILITY
You will love our accessible, prompt, and collaborative service style.
COMMUNITY
We are active contributors to the Moorpark and greater Ventura County communities. Our curated network of referral and community service partners benefit clients too.
TECHNOLOGY FORWARD
Clients enjoy a web portal for easy financial plan access, digital account opening, paperless work flow, online scheduling, optional virtual meetings, and more.
MEET DR. WHITE
Imagine Math founder Dr. Christine White is a PhD mathematician who started her finance career as a "quant" designing portfolios and trading algorithms for hedge funds and wealth management firms. She founded Imagine Math in 2009 as a consultancy to other firms, then expanded to serve individual investors as an independent Registered Investment Advisor in 2023. Christine also boasts multiple university teaching awards, an open wheel racing championship title, and delights in motherhood.
Dr. Christine White shares her thoughts each quarter on a topic of interest to investors and her clients:
>> HAS THE STOCK MARKET PEAKED?
The answer actually depends on your time horizon. (Jan 2025)
>> CRYPTO CURIOUS?
A ridiculous passing fad, or the future of finance? (April 2024)
>> PROCESSING THE NVIDIA HYPE
Why has chip maker Nvidia rocketed to stock market fame? (July 2024)
>> WHAT RECESSION?
Buckle your seatbelts. (Oct 2023)
>> DON'T CARE ABOUT CLIMATE CHANGE?
You could still profit from fixing it. (Jan 2024)
get updates
Imagine Math sends occasional newsletters that you might enjoy reading. We will never share your personal information.
Got questions? Let's try for answers.
Click below to schedule a phone or Zoom chat with Christine. There's absolutely no cost or obligation. You can expect a casual conversation, no sales pitch, no pressure. I look forward to hearing what's on your mind.