Chris Allen

Personal Finance, Retirement, Investing
0
Answers
0
Articles
1
Followers
“As an Associate Wealth Advisor with Total Wealth Planning, Chris Allen listens to his clients goals and uses his real-life experience and expert advice to deliver an extra-mile client experience.”
Firm:

Total Wealth Planning

Job Title:

Associate Wealth Advisor

Biography:

Chris serves as an Associate Wealth Advisor for the firm. He has supported the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans since he joined in 2015. Chris supports the investment team with day to day portfolio monitoring and trading activities.  

Chris also supports clients with various administrative tasks and problem solving to make client lives a little easier. Chris is a certified financial counselor and worked for a non-profit financial counseling organization prior to joining the Total Wealth Planning team. He has consulted numerous families in helping them establish sustainable spending plans.

Chris’s credentials include a Bachelor of Science degree in Financial Planning from The Ohio State University, his Series 65 Investment Advisor Representative license. He is currently pursuing his Certified Financial Planning (CFP®) designation and is a Total Wealth Planning member of the Investment Policy Committee.

Originally from Chicago, Chris currently resides in Mason with his son Aiden. He enjoys golf and baseball.

Education:

BS, Financial Planning, The Ohio State University

CRD Number:

6708205

No Answers Posted