Your success is our obligation.
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 FLP's Wealth Solutions of Raymond James & Associates service initiative for small business qualified retirement plans. We strive to assist our plan sponsors in fulfilling their fiduciary obligation as defined by ERISA. Particular attention is paid to developing and monitoring detailed Investment Policy Statements for qualified retirement plan clients, and documenting their adherence 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.