Chris Long, Cfa, Aams®, Cfp®

Chris Long, Cfa, Aams®, Cfp® Email and Phone Number

Managing Partner at Intentional Wealth Strategies | Specializing in High Net Worth Wealth Management @ Intentional Wealth Strategies
Chris Long, Cfa, Aams®, Cfp®'s Location
Colorado Springs, Colorado, United States, United States
Chris Long, Cfa, Aams®, Cfp®'s Contact Details

Chris Long, Cfa, Aams®, Cfp® personal email

About Chris Long, Cfa, Aams®, Cfp®

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.

Chris Long, Cfa, Aams®, Cfp®'s Current Company Details
Intentional Wealth Strategies

Intentional Wealth Strategies

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Managing Partner at Intentional Wealth Strategies | Specializing in High Net Worth Wealth Management
Chris Long, Cfa, Aams®, Cfp® Work Experience Details
  • Intentional Wealth Strategies
    Founder And Managing Partner
    Intentional Wealth Strategies Oct 2017 - Present
    As 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.
  • Ameriprise Financial Services, Inc.
    Financial Advisor - Investment Manager
    Ameriprise Financial Services, Inc. Mar 2014 - Oct 2017
    Minneapolis, Mn, Us
  • Charles Schwab
    Vice President - Financial Consultant
    Charles Schwab Sep 2011 - Feb 2014
    Westlake, Texas, Us
  • Morgan Stanley Smith Barney
    Financial Advisor
    Morgan Stanley Smith Barney Apr 2010 - Sep 2011
    New York, Ny, Us
  • Charles Schwab
    Associate Portfolio Consultant
    Charles Schwab Jun 2006 - Mar 2010
    Westlake, Texas, Us
  • M & L Post Production
    Sales Manager
    M & L Post Production May 2004 - May 2006
  • Marc Holtzman For Governor
    Deputy Finance Director
    Marc Holtzman For Governor Feb 2005 - Jan 2006

Chris Long, Cfa, Aams®, Cfp® Skills

Financial Services Services

Chris Long, Cfa, Aams®, Cfp® Education Details

  • Cfa Institute
    Cfa Institute
  • Metropolitan State University Of Denver
    Metropolitan State University Of Denver
    Economics

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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