Chris Pavek

Chris Pavek Email and Phone Number

Wealth Advisor at Vantage Point Wealth Management @ Vantage Point Wealth Management
Chris Pavek's Location
Greater Minneapolis-St. Paul Area, United States, United States
Chris Pavek's Contact Details

Chris Pavek personal email

n/a

Chris Pavek phone numbers

About Chris Pavek

My main objective is to build wealth for clients while keeping overall portfolio volatility down. I work with clients who value financial advice and want help creating a clear vision for their future. Together, we create a plan that factors in your short and long term goals, risk tolerance and past investment experience.Areas I can help: Business Retirement Plans, Education Planning, Employee Stock Options,Estate Planning Strategies,Insurance Planning, Personal Retirement Planning, Stock Trading, and Tax Planning Strategies.

Chris Pavek's Current Company Details
Vantage Point Wealth Management

Vantage Point Wealth Management

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Wealth Advisor at Vantage Point Wealth Management
Chris Pavek Work Experience Details
  • Vantage Point Wealth Management
    Wealth Advisor
    Vantage Point Wealth Management Jan 2018 - Present
    Minneapolis, Us
    I have been helping individuals, families, and business owners create financial strategies for over 24 years. I believe my clients especially value my listening skills. I think it is very important to know my clients feelings and experiences with money. I can then help create a plan that is tailor- made for them.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'See Contact Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: Minnesota, Iowa, North Dakota, Wisconsin, Arizona, Maryland, and Oregon.
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  • Feltl And Company
    Financial Advisor
    Feltl And Company Oct 2004 - Jan 2018
  • Smith Barney
    First Vice President-Investments
    Smith Barney May 1994 - Oct 2004

Chris Pavek Skills

Series 7 Wealth Management Asset Allocation Investment Strategies Fixed Annuities Mutual Funds Alternative Investments Estate Planning Bonds Investments Strategic Financial Planning

Chris Pavek Education Details

  • Minnesota State University Moorhead
    Minnesota State University Moorhead
    Finance

Frequently Asked Questions about Chris Pavek

What company does Chris Pavek work for?

Chris Pavek works for Vantage Point Wealth Management

What is Chris Pavek's role at the current company?

Chris Pavek's current role is Wealth Advisor at Vantage Point Wealth Management.

What is Chris Pavek's email address?

Chris Pavek's email address is cp****@****ltl.com

What is Chris Pavek's direct phone number?

Chris Pavek's direct phone number is +161249*****

What schools did Chris Pavek attend?

Chris Pavek attended Minnesota State University Moorhead.

What skills is Chris Pavek known for?

Chris Pavek has skills like Series 7, Wealth Management, Asset Allocation, Investment Strategies, Fixed Annuities, Mutual Funds, Alternative Investments, Estate Planning, Bonds, Investments, Strategic Financial Planning.

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