Christopher Ballard
Offers remote services
Offers remote services
contact for price
Zip code
Annual income
Responds within a day
Introduction: I'm a Certified Financial Planner (CFP®) with 20-years of experience. I'm willing to work with clients that are looking for help with retirement planning, or with their investment portfolio. I work with a firm that is willing to offer a performance-based fee for qualified clients. I believe investing should be done with a business-owners mindset.
Overview
Serves Costa Mesa, CA
Background checked
11 employees
35 years in business
Payment methods
Check, PayPal, Venmo
Featured Projects
9 photos
Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
5.0
3 reviews
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Jay H.
Jul 15, 2021
Chris has been managing my investments for over 6 years now. I find that he is a very professional, conscientious, and trustworthy financial manager who always operates with the highest levels of integrity. Chris explained the investment philosophy and strategy, fees, etc of his firm at our first meeting; these important factors have never changed which easily explains the impressive long-term performance. Chris always presents the facts as they are and provides thoughtful and rational advice backed up by data; I've never felt that he's trying to "sell" me something. He is also very organized and responsive with his work, meeting follow-up, phone and e-mail communications, etc.
Kelly C.
Jul 12, 2021
Chris is quite professional yet personable. He is passionate about his field of expertise and knowledgeable. I highly recommend him and his team!
Ira V.
Jul 12, 2021
I've been with Check Capital Management for 8 years. I value their long term investment strategy and subscribe to their ownership approach with investing. The staff is great with communication and I look forward to many years of asset growth with the company.
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Christopher Ballard