Chris Bordner Email and Phone Number
Chris Bordner work email
- Valid
- Valid
- Valid
- Valid
Chris Bordner personal email
Chris Bordner phone numbers
Our mission is to help individuals, families, and their business enterprises develop personal goals and objectives. Together, we pursue those objectives by implementing personalized financial strategies that are designed with a goal to protect you and your family for life. Our team structure enables an intimate, client-focused approach to help our clients create financial confidence through clarity, vision, and intelligent financial decisions. We achieve lasting relationships by providing exceptional service and maintaining our uncompromising devotion to our values, families and communities.Specialties:Retirement PlanningFinancial PlanningEducation StrategiesEstate AnalysisEstate Conservation StrategiesFinancial Security AnalysisInsurance AnalysisInsurance Strategies401(k) AccountsMutual FundsLife InsuranceTerm Life InsuranceUniversal Life InsuranceWhole Life InsuranceAnnuitiesQualified PlansDisability InsuranceLong Term Care InsuranceSecuritiesSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Synergy Investment Management, a registered investment advisor. Synergy Investment Management and Synergy Wealth Alliance are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
-
Ceo, Wealth ManagerSynergy Wealth Alliance Apr 2014 - PresentAltamonte Springs, Florida, UsSynergy Wealth Alliance is an independent wealth management firm who believes a client focused, holistic, high performance team approach is the best financial planning and asset management solution for today's business owners, executives, and families. My priority is still to help you reach your goals and aspirations. LPL Financial, allows me to serve you in an effective, compliant and collaborative manner. My firm provides access to a selection of award-winning advisory programs that offer customized wealth management investment products, feature institutional portfolio strategists, and provide the flexibility to build portfolios that strive to meet the investment goals we set together. These types of services offer regular, personalized communication, professional guidance, greater transparency and a more disciplined approach to investing.
-
Board ChairThe Adventist University Of Health Sciences: Florida Hospital'S University 2011 - PresentOrlando, Florida, Us -
Board MemberBig Brothers Big Sisters Of Central Florida 2011 - Oct 2016Orlando, Fl, Us -
InstructorUniversity Of Central Florida Apr 2003 - Jan 2015Orlando, Fl, UsTeach various financial strategy, investment and risk management related courses through the Dept of Continuing Education. Classroom instruction on Money Management for people between the ages of 40 and 70. -
Financial Planner, Financial Services ExecutiveBordner, Townsend & Associates Nov 2002 - Apr 2014New York, Ny, UsPersonalized Financial PlanningAsset ManagementEstate PlanningBusiness Succession PlanningExecutive Benefits and Pension Plans
Chris Bordner Skills
Chris Bordner Education Details
-
University Of Central FloridaElectrical Engineering
Frequently Asked Questions about Chris Bordner
What company does Chris Bordner work for?
Chris Bordner works for Synergy Wealth Alliance
What is Chris Bordner's role at the current company?
Chris Bordner's current role is CEO at Synergy Wealth Alliance, LPL Registered Principal.
What is Chris Bordner's email address?
Chris Bordner's email address is ch****@****ucf.edu
What is Chris Bordner's direct phone number?
Chris Bordner's direct phone number is +140739*****
What schools did Chris Bordner attend?
Chris Bordner attended University Of Central Florida.
What skills is Chris Bordner known for?
Chris Bordner has skills like Leadership, Investments, Management, Retirement Planning, Financial Planning, Finance, Retirement, Wealth Management, Financial Services, Mutual Funds, Risk Management.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
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.
Start your free trial