Chris Thomas ,Cfp®, Aif®, Cpfa Email and Phone Number
Chris Thomas ,Cfp®, Aif®, Cpfa work email
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Chris Thomas ,Cfp®, Aif®, Cpfa personal email
We work with families, individuals and businesses. Our work is centered around a fundamental belief that almost everyone, regardless of their education, professional success or net-worth, faces some sort of financial stress or anxiety. This stress often comes from feelings of disorganization, concerns about not having enough, or the fear of missing out due to the complexities of staying up to date on tax laws, regulations, investment markets, and the economy.1) Private Wealth Management: We work with individuals and families to help to create, implement and monitor a coordinated financial plan and investment strategy centered around your unique values, goals and resources. It starts with organizing all your financial resources, identifying your key priorities in life and then optimizing and aligning your tax, insurance, investment and estate planning with those goals.2) Retirement Plan Consulting: We help organizations meet their fiduciary responsibilities as a retirement plan sponsor. We help HR departments more efficiently manage the day-to-day operations of their retirement plan and we are passionate about helping educate and motivate employees to improve their "financial health" and reduce their financial stress.
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Co-Managing DirectorForty Wealth (Forty W Advisors) Feb 2018 - PresentBethesdaForty W Advisors is a dba of MacroView Investment Management and provides comprehensive wealth management and retirement plan consulting services to individuals and corporations.As an independent Registered Investment Advisory firm our advisors always work in a fiduciary capacity putting our clients interest, values and goals above all else. Our credentialed advisors all have 15+ years of experience and concentrate in the following areas: • Comprehensive Wealth Management (Forty Wealth): - Investment Management: portfolio management and trading of securities based on client needs, objectives and risk tolerance. - Financial Planning: After a careful review of a client's financial position, stated goals and objectives we create a plan to help coordinate and align tax planning, insurance planning, executive benefit planning, savings/investments, estate planning, legacy and/or philanthropic management. • Retirement Plan Consulting (Forty Workplace): advisory services targeted at business owners and retirement plan fiduciaries overseeing corporate retirement plans. - Help manage fiduciary risk, - Free up HR time by reviewing day-to-day improving day-to-day processes, - Provide financial wellness to employees
Chris Thomas ,Cfp®, Aif®, Cpfa Skills
Chris Thomas ,Cfp®, Aif®, Cpfa Education Details
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Bachelor'S Degree -
Georgetown UniversityCertificate
Frequently Asked Questions about Chris Thomas ,Cfp®, Aif®, Cpfa
What company does Chris Thomas ,Cfp®, Aif®, Cpfa work for?
Chris Thomas ,Cfp®, Aif®, Cpfa works for Forty Wealth (Forty W Advisors)
What is Chris Thomas ,Cfp®, Aif®, Cpfa's role at the current company?
Chris Thomas ,Cfp®, Aif®, Cpfa's current role is Personal Wealth Advisor - 401k Consultant.
What is Chris Thomas ,Cfp®, Aif®, Cpfa's email address?
Chris Thomas ,Cfp®, Aif®, Cpfa's email address is ct****@****wim.com
What schools did Chris Thomas ,Cfp®, Aif®, Cpfa attend?
Chris Thomas ,Cfp®, Aif®, Cpfa attended James Madison University, Georgetown University.
What skills is Chris Thomas ,Cfp®, Aif®, Cpfa known for?
Chris Thomas ,Cfp®, Aif®, Cpfa has skills like Retirement Planning, Estate Planning, Insurance, 401k, Strategy, Employee Benefits, Small Business, Wealth Accumulation, Wealth Management Services, Personal Finance, Finra, Succession Planning.
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