Chris Long, Cfa, Aams®, Cfp® Email and Phone Number
Chris Long, Cfa, Aams®, Cfp® personal email
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At Intentional Wealth Strategies, we are committed to empowering individuals, families, and institutions to take control of their financial future through thoughtful, strategic financial planning. Based in Colorado Springs, we specialize in holistic wealth management, integrating financial planning, tax strategies, and investment research to help our clients achieve their goals with confidence and clarity.We believe in creating financial roadmaps that are as unique as the people we serve. Whether it’s navigating complex tax laws, building multigenerational wealth, or ensuring long-term financial stability, we bring an analytical and personalized approach to each client relationship.Our mission is to help you preserve and grow your wealth, while simplifying the complexities of financial management, so you can focus on what matters most in your life. We pride ourselves on being a trusted partner in every stage of your financial journey, providing insights and strategies that are rooted in integrity, precision, and dedication.If you're looking for a team that puts your needs at the center of every decision, we're here to guide you to greater financial clarity and peace of mind.
Intentional Wealth Strategies
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Founder And Managing PartnerIntentional Wealth Strategies Oct 2017 - PresentAs the Founder of Intentional Wealth Strategies, I lead a purpose-driven Registered Investment Advisor (RIA) firm based in Colorado Springs, dedicated to delivering holistic financial and tax planning solutions to individuals, families, and institutions. Our team develops and implements customized strategies for multigenerational wealth management, strategic tax planning, and investment research.With a focus on empowering clients to achieve their financial goals with precision and clarity, we collaborate to provide tailored financial roadmaps that prioritize wealth preservation, growth, and peace of mind. By integrating advanced tax strategies and rigorous investment analysis, we ensure the highest level of service and expertise to those we serve. -
Financial Advisor - Investment ManagerAmeriprise Financial Services, Inc. Mar 2014 - Oct 2017Minneapolis, Mn, Us -
Vice President - Financial ConsultantCharles Schwab Sep 2011 - Feb 2014Westlake, Texas, Us -
Financial AdvisorMorgan Stanley Smith Barney Apr 2010 - Sep 2011New York, Ny, Us -
Associate Portfolio ConsultantCharles Schwab Jun 2006 - Mar 2010Westlake, Texas, Us -
Sales ManagerM & L Post Production May 2004 - May 2006
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Deputy Finance DirectorMarc Holtzman For Governor Feb 2005 - Jan 2006
Chris Long, Cfa, Aams®, Cfp® Skills
Chris Long, Cfa, Aams®, Cfp® Education Details
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Cfa Institute -
Metropolitan State University Of DenverEconomics
Frequently Asked Questions about Chris Long, Cfa, Aams®, Cfp®
What company does Chris Long, Cfa, Aams®, Cfp® work for?
Chris Long, Cfa, Aams®, Cfp® works for Intentional Wealth Strategies
What is Chris Long, Cfa, Aams®, Cfp®'s role at the current company?
Chris Long, Cfa, Aams®, Cfp®'s current role is Managing Partner at Intentional Wealth Strategies | Specializing in High Net Worth Wealth Management.
What is Chris Long, Cfa, Aams®, Cfp®'s email address?
Chris Long, Cfa, Aams®, Cfp®'s email address is ch****@****ail.com
What schools did Chris Long, Cfa, Aams®, Cfp® attend?
Chris Long, Cfa, Aams®, Cfp® attended Cfa Institute, Metropolitan State University Of Denver.
What skills is Chris Long, Cfa, Aams®, Cfp® known for?
Chris Long, Cfa, Aams®, Cfp® has skills like Financial Services, Services.
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