CERTIFIED FINANCIAL PLANNER™
As a CERTIFIED FINANCIAL PLANNER™ Professional, Chris works closely with clients building trusted, long-term relationships through his dedication and one-on-one purposeful approach to each individual’s financial needs. With over 15 years of experience in the securities industry, Chris brings a wealth of experience and knowledge to his role as a financial planner. He believes the key to long term financial success is to provide each client with a comprehensive, individualized financial plan.
In partnership with you, his client, Chris helps clarify the big picture of your financial future and goals. Through in depth analysis Chris designs a workable blueprint which incorporates customized financial strategies for asset allocation and financial management relative to education, retirement and succession planning. The result is a comprehensive, solid financial plan giving you the tools for helping you achieve your goals.
Born and raised in New Orleans, Chris began his career in the financial services industry in 2001 working as the Operations Manager for a local Broker/Dealer firm. His broker/dealer experience led him to the Special Investigation Division of FINRA where he was employed as a Compliance Examiner, regulating Broker/Dealer firms on a national level. Chris joined Financial Consulting Group, Inc. in April 2005.
Chris received his Bachelor of Science degree in Business Administration and a Bachelor of Science degree in Management from the University of New Orleans in 2002. He later completed the Executive Program for Financial Planners though the University Of Georgia in 2009 and received his CFP® certification. Additionally, Chris is a Series 7 registered representative and a Louisiana Life and Health Licensed agent.
In his spare time, Chris likes to travel and is an avid fisherman. He has completed several triathlons and enjoys the outdoors. A resident of New Orleans, Chris lives in Lakeview and participates and supports many of the local charitable and social events.
The three adjectives that describe Chris are Trustworthy, Purposeful, and Analytical.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of this investment professional on FINRA’s BrokerCheck.