Christopher A. Owens, Cfp®
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Christopher A. Owens, Cfp® Email & Phone Number

Financial Planner at Blue Rock Financial Group
Location: Washington DC-Baltimore Area, United States, United States 9 work roles 4 schools
1 work email found @wealthspire.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@wealthspire.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Blue Rock Financial Group
Role
Financial Planner
Location
Washington DC-Baltimore Area, United States, United States
Company size
112 employees

Who is Christopher A. Owens, Cfp®? Overview

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Quick answer

Christopher A. Owens, Cfp® is listed as Financial Planner at Blue Rock Financial Group, a company with 112 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at wealthspire.com and a matched LinkedIn profile for Christopher A. Owens, Cfp®.

Christopher A. Owens, Cfp® previously worked as Advisor, Assistant Vice President at Wealthspire Advisors and Senior Advisor Associate at Wealthspire Advisors. Christopher A. Owens, Cfp® holds School Of Professional Studies, Certificate In Financial Planning from Northwestern University.

Company email context

Email format at Blue Rock Financial Group

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*@wealthspire.com
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AeroLeads found 1 current-domain work email signal for Christopher A. Owens, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Christopher A. Owens, Cfp®

A top-performing Financial Planner and Wealth Management Professional with 15 years of dedicated experience within the financial services industry. Exhibits unwavering resolve to attain set objectives, illustrated by consistently meeting or exceeding company/client financial goals, expanding a customer database, and employing both conventional and innovative sales techniques to achieve the same. Demonstrates capability in combining effective operations processes and financial management expertise to deliver substantial revenue growth in competitive business markets. Proficient in implementing strategies aimed at leveraging employee output, reducing company costs, and increasing efficient operations. Possesses a keen capability of diagnostic analysis that avails a proactive, solutions-oriented disposition.

Listed skills include Wealth Management, Portfolio Management, Mutual Funds, Investments, and 37 others.

Current workplace

Christopher A. Owens, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Blue Rock Financial Group
Blue Rock Financial Group
Financial Planner
Rehoboth Beach, DE, US
Website
wealthspire.com
Employees
112
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Company profile
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9 roles

Christopher A. Owens, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Advisor Associate

Wealthspire Advisors

Potomac, Maryland

Beginning October 30th, Bronfman Rothschild, along with our partner firm Sontag Advisory, will officially begin doing business as Wealthspire Advisors. This rebranding makes it clear that our firms are now a single organization with common purpose and consistent values. Our mission as a combined firm is to provide clients with more choices, maintain.

Oct 2019 - Sep 2022

Senior Client Associate

Bronfman Rothschild

Rockville, Maryland

I joined Bronfman Rothschild in 2017, bringing over a decade of experience in the financial industry. As a member of our operations team, I leverage technology and expertise to deliver exceptional client care, working with financial advisors to implement complex financial plans and solutions. Having the designation as a CFP® professional also enables me to.

Dec 2017 - Oct 2019

Analyst

Graystone Consulting

Potomac, Maryland

My primary responsibilities currently include engaging in interactive dialogue with clients to determine investment objectives, portfolio status, and risk tolerance, to craft comprehensive financial strategies.From these interactions I synthesize client information to develop customized financial plans and asset allocation recommendations using.

May 2017 - Dec 2017

Senior Operations Associate

Convergent Wealth Advisors

Potomac Maryland

During my time with Convergent, I primarily worked in the Operations department of one of the leading Registered Investment Advisory firms in the country. Convergent Wealth Advisors managed roughly $5 billion assets. We worked each day to be the most trusted and well respected wealth management firms in the industry. Our team pursues a culture of.

May 2011 - Oct 2016

Private Banker

Wachovia, A Wells Fargo Company

While at Wells Fargo I built and augmented wealth by innovating financial plans through banking, lending and investing. Additionally I strengthened institution’s client relations and provided top-level financial recommendations by analyzing clients’ quantitative and qualitative information.Through hard work and determination I was able to attain daily.

Aug 2007 - May 2011

Financial Advisor

Thompson Financial Group, Llc

Hunt Valley Maryland

Obtained FINRA Series 6 License and Maryland Life and Health Insurance License

Jan 2007 - Aug 2007
Team & coworkers

Colleagues at Blue Rock Financial Group

Other employees you can reach at wealthspire.com. View company contacts for 112 employees →

MS Martha S. Staniford Martha S. Staniford Colleague at Blue Rock Financial GroupNew York, New York, United States, United States View → NT Nicholas Troy Nicholas Troy Colleague at Blue Rock Financial GroupUnited States, United States View → RM Ryan Mckinney Ryan Mckinney Colleague at Blue Rock Financial GroupMelville, New York, United States, United States View → PD Patricia Dcosta Patricia Dcosta Colleague at Blue Rock Financial GroupWashington DC-Baltimore Area, United States View → PB Petra Braaksma Petra Braaksma Colleague at Blue Rock Financial GroupSan Francisco, California, United States, United States View → DC Diane Cauchois, Aams® Diane Cauchois, Aams® Colleague at Blue Rock Financial GroupSan Francisco Bay Area, United States View → BS Bill Schwartz Bill Schwartz Colleague at Blue Rock Financial GroupBethesda, Maryland, United States, United States View → KS Karl Stiegmann, Cfp® Karl Stiegmann, Cfp® Colleague at Blue Rock Financial GroupArlington, Virginia, United States, United States View → MK Max Kortegast, Cfp® Max Kortegast, Cfp® Colleague at Blue Rock Financial GroupUnited States, United States View → ED Eric Dostal J.D. Cfp® Eric Dostal J.D. Cfp® Colleague at Blue Rock Financial GroupNew York, New York, United States, United States View →
4 education records

Christopher A. Owens, Cfp® education

Master Of Business Administration (Mba)

Mount Saint Mary'S University

Bachelor Of Science (B.S.), Marketing

Glenville State College

Activities and Societies: SIFE (Students In Free Enterprise), Varsity Football, Varsity Golf

Diploma

Brunswick High
FAQ

Frequently asked questions about Christopher A. Owens, Cfp®

Quick answers generated from the profile data available on this page.

What company does Christopher A. Owens, Cfp® work for?

Christopher A. Owens, Cfp® works for Blue Rock Financial Group.

What is Christopher A. Owens, Cfp®'s role at Blue Rock Financial Group?

Christopher A. Owens, Cfp® is listed as Financial Planner at Blue Rock Financial Group.

What is Christopher A. Owens, Cfp®'s email address?

AeroLeads has found 1 work email signal at @wealthspire.com for Christopher A. Owens, Cfp® at Blue Rock Financial Group.

Where is Christopher A. Owens, Cfp® based?

Christopher A. Owens, Cfp® is based in Washington DC-Baltimore Area, United States, United States while working with Blue Rock Financial Group.

What companies has Christopher A. Owens, Cfp® worked for?

Christopher A. Owens, Cfp® has worked for Blue Rock Financial Group, Wealthspire Advisors, Bronfman Rothschild, Graystone Consulting, and Convergent Wealth Advisors.

Who are Christopher A. Owens, Cfp®'s colleagues at Blue Rock Financial Group?

Christopher A. Owens, Cfp®'s colleagues at Blue Rock Financial Group include Martha S. Staniford, Nicholas Troy, Ryan Mckinney, Patricia Dcosta, and Petra Braaksma.

How can I contact Christopher A. Owens, Cfp®?

You can use AeroLeads to view verified contact signals for Christopher A. Owens, Cfp® at Blue Rock Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Christopher A. Owens, Cfp® attend?

Christopher A. Owens, Cfp® holds School Of Professional Studies, Certificate In Financial Planning from Northwestern University.

What skills is Christopher A. Owens, Cfp® known for?

Christopher A. Owens, Cfp® is listed with skills including Wealth Management, Portfolio Management, Mutual Funds, Investments, Marketing, Customer Service, Finance, and Asset Allocation.

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