• Chris Bardwell, , CFP®

    Certified Investment Management Analyst®

    Accredited Investment Fiduciary®
    Financial Advisor

As a CERTIFIED FINANCIAL PLANNER™ professional and Behavioral Financial Advisor™, Chris believes that sound financial planning is a key element of long term success. In addition to skillful financial planning, Chris seeks to know his clients on a personal level and guides them to understand why they make certain decisions. This approach allows him to align investment strategies with the client’s values, helping them to achieve their financial goals with comfort and clarity.

Chris’s career began in 2012 as a Senior Vice President with Criterion Management in Rye Brook, New York. He worked with major financial corporations as a main representative for top-tier clients. Chris joined Raymond James in 2015 as an Investment Portfolio Associate. He plays a pivotal role obtaining equity research and technical analysis for trading strategies, assisting clients with their goal planning, and helping the team build portfolios.

Chris earned a Bachelor’s Degree in Economics from Binghamton University. He holds Series 7, 66 and 31 securities licenses. Recently Chris has earned the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute through the Yale School of Management.

Originally from Ossining, New York, Chris now lives in Port Washington, New York with his wife Sarah. In his free time he enjoys exercising, hiking and being outdoors. Chris is a member of the Locust Valley Rotary Club where he holds the honor of Past President.

Why work with a Certified Investment Management Analyst® professional?

Certified Investment Management Analyst® professionals are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to fully serve affluent clients, and they use that in-depth knowledge to analyze and select the investments that make the most sense for your circumstances.

They understand the financial complexities and risks that come with being in a high tax bracket, are well-versed in modern concepts of investment advice, and are educated to understand how individual investments work together. They apply this knowledge to analyze and select the investments that make the most sense for your personal situation.

Earning a CIMA® designation requires three years of experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals must adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

These skills, along with a commitment to advanced education, help enable them to provide you with the level of investment guidance you not only need, but deserve.

Why Work With a CFP®

Most people think that all financial planners are “certified” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks.

Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four E’s,” and they are four important reasons why the financial planning practitioner you select should display the CFP® certification marks.

When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification can help to provide that sense of security by allowing only those who meet the following requirements the right to use the CFP® certification marks.

Please click here to learn more about Behavioral Finance.

"Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals."

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.