CFP

    Chris Knight

    President & Chief Investment Officer

    Cornerstone Planning, LLC
    Charlotte, North Carolina19 years experienceNo minimum minimum

    About Chris

    Chris is a CERTIFIED FINANCIAL PLANNER ™ professional and an Accredited Investment Fiduciary®. Chris serves as President for Cornerstone Planning, LLC. He understands the complex needs of clients and provides unique solutions to individual situations. Chris graduated from the University of North Ca... One thing I want my clients to know about me is... We provide objective financial advice. We believe doing this in a comprehensive manner is best for clients. We are unique in that we have in-house specialists such as tax accountants and an estate attorney.

    Areas of focus

    Credentials & background

    Designations

    CFP

    Licenses

    Series 65Series 63Series 6

    Education

    Bachelor of science in Finance University of North Carolina at Charlotte (2006)

    Clients served

    RetireesHigh Net Worth IndividualsSurviving Spouses

    Registered in

    North Carolina

    The firm

    Cornerstone Planning, LLC