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