Background
Since 2014, Chris has been a financial advisor based in North Scottsdale. He has spent the last 9 years devoted to helping his clients reach their financial goals and creating robust investment strategies for them. He is dedicated to helping both individual investors and business owners in the community and constructing portfolios personalized to their unique situations.
How He Works With His Clients
Chris’ approach to working with clients is built on transparency, genuine connections, and forward-thinking ideas. He continuously adapts his financial strategies to navigate the ever-changing landscape of today’s fast-paced world. He focuses on designing plans that can withstand market volatility. By understanding the priorities of his clients, Chris is able to deliver a clear roadmap to pursue their most important financial objectives.
He helps his clients see that investing isn’t just about stocks, bonds, and mutual funds but is about creating financial security for themself and those they care about. He believes that education, consistent communication, and exceptional client service are the key ingredients to empowering clients with the resources necessary to make informed decisions.
What He Specializes In
Chris specializes in personal finance, self-employment retirement plans, small business and large company retirement plans, annuities, estate planning, wealth transfers, long-term care, and life insurance. Additionally, he offers complimentary portfolio reviews and consultations.
Chris holds the following registrations and licenses: Series 7 – General Securities Representative; Series 66 – Uniform Combined State Law Examination; Arizona Life and Health Insurance Producers License