Chris Chard MBA, CFP

Certified Financial Planner

With over 25 years experience in the financial services industry, I am well positioned to provide you with the expert advice and guidance you need to achieve your goals.

If you are looking for someone with experience that you can trust to help manage your money, I am here to help.  As a Certified Financial Planner that has worked through 25 years of varying market conditions, I have the patience, discipline, and knowledge to successfully guide you through.

Core Values

  • Committed to a high level of client satisfaction
  • Honest and transparent services
  • Responsive and adaptable to client preferences
  • Quality advice you can depend on

What Our Clients Say

4.5/5
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Pricilia Doe
4.5/5
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Daniel johnson
4.5/5
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Mark Hoffman
4.5/5
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Pricilia Doe

Money On Your Mind?

In an industry that's full of jargon, I can help you make sense of it. Let’s talk about what's on your mind.

Connect with Chris!

Together we can build peace of mind.

When working with me, you aren’t managing your finances alone. I have your back, and put in my best to contribute to your peace of mind. So, if you are looking for the right person that’ll help you make sense of your financial affairs, I’m right here!

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