CERTIFIED FINANCIAL PLANNERTM
Qualified Kingdom AdvisorTM
Chris is a Financial Advisor with over 30 years experience in the financial service industry. As a Financial Planner, Chris focuses on helping families secure their financial futures. Through a disciplined wealth management approach, Chris helps clients develop and implement strategies for building wealth and achieving their short and long term goals. Objective and timely financial advice and guidance are paramount with his clients and will be done with the highest level of professionalism and integrity. Risk management is essential to the success of the plan.
Prior to joining United Planners Financial Services in 2013, Chris was a Financial Advisor with Charles Schwab for 20 years. Chris worked with high net worth clients with over 200 million dollars under management. Chris was responsible for all areas of Wealth management including portfolio management to ensure clients objectives were met.
Chris has been married since 1987 to his wife Anna and has 2 sons. His outside interests include tennis, golf and gym workouts. Chris volunteers at his church in the prison ministry and regularly helps feed the homeless through various non-profit organizations.