Chris Cfp
Director of Planning - The Kelton Financial Group at Raymond James | Latham, New York, United States
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As the Director of Planning at The Kelton Financial Group, Chris CFP leverages his extensive expertise in financial planning to deliver tailored strategies that meet the unique needs of high net worth clients. With a strong foundation in finance from Siena College, Chris combines his academic background with a wealth of practical experience in retirement and investment planning, ensuring that clients are well-prepared for their financial futures. His role involves not only crafting personalized financial plans but also overseeing key projects that enhance the overall client experience and operational efficiency within the firm.
Chris is adept at navigating the complexities of portfolio management and strategic planning, utilizing advanced financial analysis techniques to optimize investment strategies. His proficiency in tools like Microsoft Excel allows him to create detailed financial models that support informed decision-making. Furthermore, Chris's strong operations background enables him to manage business relationships effectively, fostering trust and collaboration with clients and team members alike.
At Raymond James, Chris is committed to providing exceptional service, ensuring that each client receives comprehensive advice that aligns with their financial goals. His dedication to continuous improvement and professional development keeps him at the forefront of industry trends, allowing him to offer innovative solutions in an ever-evolving financial landscape. As a CERTIFIED FINANCIAL PLANNER™ professional, Chris not only adheres to the highest ethical standards but also empowers clients to navigate their financial journeys with confidence.
Director of Planning - The Kelton Financial Group at Raymond James in September 2019 to Present
Director of Planning - The Kelton Financial Group at Northwestern Mutual in March 2016 to August 2019
Analyst at Ayco, a Goldman Sachs Company in September 2014 to March 2016
Branch Manager at KeyBank in August 2013 to September 2014
Relationship Manager at KeyBank in September 2012 to August 2013
Management Associate at KeyBank in June 2011 to September 2012
Intern at Enterprise Rent-A-Car in June 2010 to February 2011
Financial Representative at Northwestern Mutual in June 2009 to January 2010
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Banking
Finance
Customer Service
Financial Planning
Wealth Management
Financial Analysis
Portfolio Management
Investments
Financial Services
Life Insurance
Credit
Insurance
Loans
Sales
Strategic Planning
Microsoft Office
Microsoft Excel
Excel
PowerPoint
Management
Training
Relationship Management
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Discover more about Raymond JamesWhat is Chris Cfp email address?
Email Chris Cfp at [email protected] and [email protected]. This email is the most updated Chris Cfp email found in 2026.
What is Chris Cfp phone number?
Chris Cfp phone number is +15186890773.
How to contact Chris Cfp?
To contact Chris Cfp send an email to [email protected] or [email protected]. If you want to call Chris Cfp try calling on +15186890773. (updated on October 30, 2024)
What company does Chris Cfp work for?
Chris Cfp works for Raymond James
What is Chris Cfp's role at Raymond James?
Chris Cfp is Director of Planning - The Kelton Financial Group
What industry does Chris Cfp work in?
Chris Cfp works in the Financial Services industry.
Chris Cfp Email Addresses
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