About Chris
Chris is Wealth Manager with an independent firm. He has a passion to help others understand the retirement process and works to assist older adult populations concerns.
Areas of focus
Credentials & background
Designations
CFP
Education
Keller Graduate School of Management of DeVry University
Clients served
IndividualsFamilies
Regulatory
- Firm CRD #145706
The firm
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Forum Financial Management, LP
Forum uses a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term "evidence-based investing" best describes this approach. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families.
1900 S. Highland Avenue, Lombard, IL 60148$8.69B assets under management