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Chris Bentley is listed as Wealth Advisor at Beacon Pointe Advisors at Beacon Pointe, a company with 186 employees, based in Bellevue, Washington, United States. AeroLeads shows a matched LinkedIn profile for Chris Bentley.
Chris Bentley previously worked as Wealth Advisor at Beacon Pointe and Client Advisor at Joslin Capital Advisors, Llc. Chris Bentley holds B.S., Business Administration from Skidmore College.
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“How is your IRA invested? Are your investments as tax efficient as possible? Have you taken your RMD for the year? Is your estate plan up to date?”My job as a wealth advisor is to educate, empower and engage clients in their personal finances so that they can live their best lives. I spend time with clients in all areas of financial planning and investments to best help them get to where they want to go. My process starts with a conversation. I want to learn about what’s important to the individual – personal values, family, business and interests, goals and future plans. I then tailor a custom plan to help achieve these goals and aspirations. Many of my clients’ plans are based upon the following goals:Retirement ReadinessRetirement IncomeEducation Cost PlanningStrategic Tax & Estate PlanningCareer & Business PlanningLife Changes & MilestonesValues-Based and Impact Investing I take great pride in helping my clients achieve their life and legacy goals. If you would like to learn more about how we can work together, I would love to get in touch.
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Washington, United States
On June 1, 2024, Joslin Capital Advisors LLC joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial.
Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →
Brendon Sloan
Colleague at Beacon PointeNewport Beach, California, United States, United States
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Burk Rosenthal, Cfp®, Cfs, Chfc®, Crc®
Colleague at Beacon PointeDallas-Fort Worth Metroplex, United States
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Cooper Branham
Colleague at Beacon PointeGreenville, South Carolina, United States, United States
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Alicia Ford
Colleague at Beacon PointeCathedral City, California, United States, United States
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EK
Emmett King Iii
Colleague at Beacon PointeDallas, Texas, United States, United States
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James Davenport
Colleague at Beacon PointeNewport Beach, California, United States, United States
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Erik Gerlitz, Cfa
Colleague at Beacon PointeUnited States, United States
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Bo Ward, Cfp®
Colleague at Beacon PointePlano, Texas, United States, United States
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Steven Bright
Colleague at Beacon PointeGreenville, South Carolina, United States, United States
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Kenneth B. Kann, Mba
Colleague at Beacon PointeScottsdale, Arizona, United States, United States
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Quick answers generated from the profile data available on this page.
Chris Bentley works for Beacon Pointe.
Chris Bentley is listed as Wealth Advisor at Beacon Pointe Advisors at Beacon Pointe.
Chris Bentley is based in Bellevue, Washington, United States while working with Beacon Pointe.
Chris Bentley has worked for Beacon Pointe, Joslin Capital Advisors, Llc, Td Ameritrade, Merrill Lynch, and Merrill Edge.
Chris Bentley's colleagues at Beacon Pointe include Brendon Sloan, Burk Rosenthal, Cfp®, Cfs, Chfc®, Crc®, Cooper Branham, Alicia Ford, and Emmett King Iii.
You can use AeroLeads to view verified contact signals for Chris Bentley at Beacon Pointe, including work email, phone, and LinkedIn data when available.
Chris Bentley holds B.S., Business Administration from Skidmore College.
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