FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer a free introductory financial plan.
- What education and/or training do you have that relates to your work?
Chris holds his FINRA Series 6, 7, 63, and 66 and received the Chartered Financial Analyst designation from the CFA institute in 2019, while also receiving the Certified Investment Analyst designation in 2016.