Chris Basch, Cmfc®, Crpc® Email and Phone Number
Chris Basch, Cmfc®, Crpc® work email
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Chris Basch, Cmfc®, Crpc® personal email
Chris Basch, Cmfc®, Crpc® phone numbers
I have always had a genuine passion for helping others to reach their full potential. As an investment advisor with over twenty years of industry experience, I am happy to combine my financial knowledge with that passion to put my clients on a path towards their financial goals. For each client, that path looks a little different. That's why, in my early days at The Mutual Fund Store, I developed the strategy of making regularly scheduled phone calls to all of my clients, regardless of portfolio size, to ensure the path they are currently on is still the right one for them as individuals. This strategy was later adopted by all advisors in the company. In my 28 years in the investment advisory business I have seen there is no one-size-fits-all approach to investing for the future. Each client portfolio is a separate entity to me, and when I help my clients make investment decisions, I take into account their unique situations to find what works best for them. The victory, for me, comes when a client is able to afford that extra vacation, or discovers she can send each of her kids to college, or recognizes that he does not need to worry about his financial future after retirement. I like to help people realize their dreams, and I thoroughly enjoy being able to give them the peace of mind that comes with knowing their investment advisor does indeed have their best interests at heart. If you would like to talk to me about your financial future, please contact me. I look forward to speaking with you!
Visionary Wealth Advisors
View- Website:
- visionarywealthadvisors.com
- Employees:
- 49
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Senior Wealth Management AdvisorVisionary Wealth Advisors Mar 2020 - PresentOverland Park, Kansas, United States
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Vice President Financial PlanningFinancial Engines 1998 - Mar 2020 -
Registered RepresentativeAmerican Century Investments Jun 1993 - Jul 1998Held positions in various departments including client services, Investor Center, and institutional processing. -
Customer ServicesCountry Club Bank 1992 - May 1993
Chris Basch, Cmfc®, Crpc® Skills
Chris Basch, Cmfc®, Crpc® Education Details
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Finance -
Oral Roberts UniversityBusiness Management
Frequently Asked Questions about Chris Basch, Cmfc®, Crpc®
What company does Chris Basch, Cmfc®, Crpc® work for?
Chris Basch, Cmfc®, Crpc® works for Visionary Wealth Advisors
What is Chris Basch, Cmfc®, Crpc®'s role at the current company?
Chris Basch, Cmfc®, Crpc®'s current role is Senior Wealth Management Advisor at Visionary Wealth Advisors.
What is Chris Basch, Cmfc®, Crpc®'s email address?
Chris Basch, Cmfc®, Crpc®'s email address is cb****@****ore.com
What is Chris Basch, Cmfc®, Crpc®'s direct phone number?
Chris Basch, Cmfc®, Crpc®'s direct phone number is +191348*****
What schools did Chris Basch, Cmfc®, Crpc® attend?
Chris Basch, Cmfc®, Crpc® attended Rockhurst University, Oral Roberts University, Michigan State University.
What skills is Chris Basch, Cmfc®, Crpc® known for?
Chris Basch, Cmfc®, Crpc® has skills like Mutual Funds, Investments, Investment Advisory, Retirement Planning, Retirement, Portfolio Management, Asset Allocation, Financial Advisory, Wealth Management, Investment Strategies, 401k, Securities.
Who are Chris Basch, Cmfc®, Crpc®'s colleagues?
Chris Basch, Cmfc®, Crpc®'s colleagues are Nicholas Miskov, Crpc®, Allie Tomala-Mughrabi, Ryan Barke, Shari Miskov, Daniel Laure, Cfp®, Mba, Crystal Zeller, Gracie Merritt.
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