Understanding Risk Tolerance
There is always something to be uncertain about and one does not have to look…
Chris is a financial advisor in our Potomac office and has been with the firm and its predecessors since 2010. Chris has over a decade of experience working with affluent families in all aspects of wealth management and serves as a trusted partner in helping them navigate a path toward meeting their financial goals.
Previous Experience
- Senior Wealth Advisor at Bronfman Rothschild
- Associate at Highline Wealth Management
Education & Credentials
- BS, Virginia Polytechnic Institute and State University, Finance
- Certified Financial Planner™
- Series 65 license
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.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
More from Chris
Social Security Optimization: What You Should Know
It is no secret that many Americans are ill prepared for retirement (excluding our clients,…
