Chris Avey

Chris Avey Email and Phone Number

I help clients to retire by providing a Concierge Retirement Service. I do this by coordinating their Financial Plan, Health Care Needs and creating an income stream in retirement. @ Financial Alternatives, LLC
Chris Avey's Location
Wenatchee, Washington, United States, United States
Chris Avey's Contact Details

Chris Avey personal email

n/a

Chris Avey phone numbers

About Chris Avey

My work includes setting up a Personal Retirement Calculation which is easily created through a 15 minute Discovery Process. Upon completion, we can do a deep dive into the issue that needs attention most. That can be:When do I retire?How do I shift to an income stream in retirement?Are my investments set-up properly and in the right type of accounts?How do I coordinate Social Security, Medicare and Health Care with my Retirement Income?These are all big issues but ones we can identify quickly and work through together. I specialize in helping people work through the Retirement Red Zone, which is 5 years before and 5 years after retirement.667 Grant RoadEast Wenatchee, WA 98802Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Financial Alternatives and PlanMember Securities Corporation are independently owned and operated companies. PlanMember is not responsible or liable for ancillary products or services offered by Financial Alternatives or this representative.

Chris Avey's Current Company Details
Financial Alternatives, LLC

Financial Alternatives, Llc

View
I help clients to retire by providing a Concierge Retirement Service. I do this by coordinating their Financial Plan, Health Care Needs and creating an income stream in retirement.
Chris Avey Work Experience Details
  • Financial Alternatives, Llc
    Independent Business Owner
    Financial Alternatives, Llc Jun 2018 - Present
    Wenatchee, Wa 98801
    Providing Independent Financial Advice from PlanMember Securities.
    View
  • Washinton Trust Bank
    Vice President
    Washinton Trust Bank Jun 2014 - Apr 2018
    Wenatchee, Wa
    Financial Advisor.
    View
  • The Avey Group Wealth Management
    Founder
    The Avey Group Wealth Management Oct 2010 - Jan 2012
    Retirement Planning... Know Where You Stand
    View
  • Baker Boyer Bank
    Director Of Investor Services
    Baker Boyer Bank Jul 2004 - Oct 2010
    Financial Advisor
    View
  • Ubs Wealth Management
    Financial Advisor
    Ubs Wealth Management 2000 - 2004
    View
  • Edward Jones
    Investment Executive
    Edward Jones 1997 - 2000
    Had an office in Seattle, WA
    View

Chris Avey Skills

Investments Portfolio Management Strategic Financial Planning Finance Financial Planning Financial Services Securities Strategy Financial Analysis Asset Management

Chris Avey Education Details

Frequently Asked Questions about Chris Avey

What company does Chris Avey work for?

Chris Avey works for Financial Alternatives, Llc

What is Chris Avey's role at the current company?

Chris Avey's current role is I help clients to retire by providing a Concierge Retirement Service. I do this by coordinating their Financial Plan, Health Care Needs and creating an income stream in retirement..

What is Chris Avey's email address?

Chris Avey's email address is ch****@****est.com

What is Chris Avey's direct phone number?

Chris Avey's direct phone number is +150984*****

What schools did Chris Avey attend?

Chris Avey attended Washington State University, University Of Montana.

What are some of Chris Avey's interests?

Chris Avey has interest in Skiing, Investments, Reading, Tennis, Golf, Bicycling.

What skills is Chris Avey known for?

Chris Avey has skills like Investments, Portfolio Management, Strategic Financial Planning, Finance, Financial Planning, Financial Services, Securities, Strategy, Financial Analysis, Asset Management.

Not the Chris Avey you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.