Chris A. Kittell, CFP®
Associate Vice President, Investments

As a Certified Financial Planner^™ certificant, Chris delivers basic Core Investment Management, Financial Planning, and Comprehensive Wealth Management Services. Core strategies employed include basic analysis of goals and objectives, net-worth, cash-flow, asset allocation and portfolio performance. The more advanced strategies employed include analyzing retirement needs, income distribution strategies, education funding strategies, executive compensation analysis, survivor needs, disability coverage, long-term care, gifting, and estate planning.

Chris also leads FLK’s Wealth Solutions of Raymond James & Associates service initiative for small business qualified retirement plans. We strive to ensure our plan sponsors are fulfilling their fiduciary obligation as defined by ERISA. Particular attention is paid to developing and monitoring a detailed Investment Policy Statement for all qualified retirement plan clients, and documenting compliance on a periodic basis.

Chris earned a Bachelor of Arts in Accounting from Monmouth College in 1990, obtained his Certified Public Accounting designation in 1991, and his Certified Financial Planner^™ certification in 2008.