Team Advisor
Current
Jan 2019 - Present
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Christopher Tanner Email & Phone Number
Team Advisor
at
Plan & Act Financial Planning
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Team Advisor
Location
Buena Vista, Colorado, United States
Company size
Who is Christopher Tanner? Overview
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Quick answer
Christopher Tanner is listed as Team Advisor at Plan & Act Financial Planning, a company with 4 employees, based in Buena Vista, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Christopher Tanner.
Christopher Tanner previously worked as Financial Representative at Northwestern Mutual and Teachers Aide (TA) for Business Statistics at Wheaton College Business Department. Christopher Tanner holds Bachelor'S Degree, Economics from Wheaton College.
Company email context
Email format at Plan & Act Financial Planning
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Plan & Act Financial Planning
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Profile bio
About Christopher Tanner
Christopher Tanner is a Team Advisor at Plan & Act Financial Planning. He is proficient in Spanish.
Current workplace
Christopher Tanner's current company
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Plan & Act Financial Planning
4 roles
Christopher Tanner work experience
A career timeline built from the work history available for this profile.
Financial Representative
May 2018 - Jan 2019
Teachers Aide (Ta) For Business Statistics
Wheaton College Business Department
I was selected to be a TA from among former Business Statistics students. My responsibilities include teaching biweekly help sessions to peers in the business and economics department, and grading assignments and quizzes for 60+ students.
Aug 2017 - Jan 2019
Market Research Intern
As part of the research team, I analyzed and ranked investment options using the fi360 scoring system and Excel macros, employing criteria such as Sharpe ratio, returns, and manager tenure. Additionally, I evaluated mutual fund quality with online research and direct phone calls to mutual fund companies. On a regular basis, I collaborated with the research.
May 2017 - Dec 2017
Team & coworkers
Colleagues at Plan & Act Financial Planning
Other employees you can reach at planandact.com. View company contacts for 4 employees →
KT
Kristina Tanner
Colleague at Plan & Act Financial PlanningBuena Vista, Colorado, United States, United States
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ML
Morgan Lawrence
Colleague at Plan & Act Financial PlanningBuena Vista, Colorado, United States, United States
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RS
Robert Schumann
Colleague at Plan & Act Financial PlanningBuena Vista, Colorado, United States, United States
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Kristina Tanner
Colleague at Plan & Act Financial PlanningBuena Vista, Colorado, United States, United States
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ML
Morgan Lawrence
Colleague at Plan & Act Financial PlanningBuena Vista, Colorado, United States, United States
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RS
Robert Schumann
Colleague at Plan & Act Financial PlanningBuena Vista, Colorado, United States, United States
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2 education records
Christopher Tanner education
Bachelor'S Degree, Economics
Grades 8-12
Southfield Christian School
FAQ
Frequently asked questions about Christopher Tanner
Quick answers generated from the profile data available on this page.
What company does Christopher Tanner work for?
Christopher Tanner works for Plan & Act Financial Planning.
What is Christopher Tanner's role at Plan & Act Financial Planning?
Christopher Tanner is listed as Team Advisor at Plan & Act Financial Planning.
Where is Christopher Tanner based?
Christopher Tanner is based in Buena Vista, Colorado, United States while working with Plan & Act Financial Planning.
What companies has Christopher Tanner worked for?
Christopher Tanner has worked for Plan & Act Financial Planning, Northwestern Mutual, Wheaton College Business Department, and Hoover And Associates Insurance And Financial Services, Inc..
Who are Christopher Tanner's colleagues at Plan & Act Financial Planning?
Christopher Tanner's colleagues at Plan & Act Financial Planning include Kristina Tanner, Morgan Lawrence, and Robert Schumann.
How can I contact Christopher Tanner?
You can use AeroLeads to view verified contact signals for Christopher Tanner at Plan & Act Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Christopher Tanner attend?
Christopher Tanner holds Bachelor'S Degree, Economics from Wheaton College.
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