Chris Katsanevas Email and Phone Number
Chris Katsanevas work email
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Chris Katsanevas personal email
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I own and manage Soulence, a tax and wealth advisory firm. Our client-focused style to wealth management and tax planning ensures we better the lives of everyone we work with.We specializing in investment positioning, cash flow management, estate preservation, and tax strategy. We coordinate all aspects of your financial picture, utilizing multiple asset classes, including securities, insurance, and real estate.We work closely with clients to develop customized strategies, with a defensive, tactical management approach. While protecting your wealth from losses and tax erosion, we assure your needs are met, without taking on unnecessary risk. We believe in building lifelong relationships where we meet regularly to review performance, reconfirm goals, and hold your hand through the appropriate adjustments.
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OwnerBusiness Marketing SolutionsSalt Lake City, Ut, Us -
Investment Advisor & Managing PartnerSoulence, Tax And Wealth Advisors Feb 2012 - Present13961 S Minuteman Dr #101, Draper, Ut 84020We are an independent, full service, tax and wealth advisory firm. We develop comprehensive financial strategies for businesses and families that encompass: tax strategy, bookkeeping, payroll, entity design, cash flow management, insurance planning, trust/estate planning, and tactical asset management. We develop customized tax planning through investing, with a proactive, cutting edge, client centered approach. We assure our clients have a coordinated strategy that minimizes taxes, while protecting and growing every dollar to it's full potential.
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OwnerBusiness Marketing Solutions Apr 2004 - PresentStrategic sales and marketing consulting; end-to-end solutions to provide measurable growth, including sales systems and processes, hiring and retention, sales training and strategies, improved close rates and efficiency, management and business practices
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CeoInfluent Financial 2009 - Apr 2014We help small and medium sized businesses develop business credit and funding with out personal guarantees; including owners with bad personal credit. We provide business owners the capital they need, at a lower cost, while protecting them from personal liability.
Chris Katsanevas Skills
Chris Katsanevas Education Details
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Business Marketing
Frequently Asked Questions about Chris Katsanevas
What company does Chris Katsanevas work for?
Chris Katsanevas works for Business Marketing Solutions
What is Chris Katsanevas's role at the current company?
Chris Katsanevas's current role is Owner.
What is Chris Katsanevas's email address?
Chris Katsanevas's email address is ch****@****ail.com
What schools did Chris Katsanevas attend?
Chris Katsanevas attended University Of Utah - David Eccles School Of Business, University Of Utah - David Eccles School Of Business.
What skills is Chris Katsanevas known for?
Chris Katsanevas has skills like Licensed Life Insurance Agent, Life Insurance, Fixed Annuities, Sales Management, Strategic Financial Planning, Small Business, Personal Finance, Business Development, Financial Planning, Sales, Marketing, Consulting.
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