Chris Powers, Cfp®, Aep®, Aif®

Chris Powers, Cfp®, Aep®, Aif® Email and Phone Number

Regional Director | Partner - Merit Financial Advisors @ Merit Financial Advisors
San Antonio, TX, US
Chris Powers, Cfp®, Aep®, Aif®'s Location
San Antonio, Texas, United States, United States
Chris Powers, Cfp®, Aep®, Aif®'s Contact Details

Chris Powers, Cfp®, Aep®, Aif® work email

Chris Powers, Cfp®, Aep®, Aif® personal email

Chris Powers, Cfp®, Aep®, Aif® phone numbers

About Chris Powers, Cfp®, Aep®, Aif®

About𝗬𝗼𝘂𝗿 𝗹𝗶𝗳𝗲 𝗶𝘀 𝗰𝗼𝗺𝗽𝗹𝗶𝗰𝗮𝘁𝗲𝗱 𝗲𝗻𝗼𝘂𝗴𝗵, 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗵𝗼𝘂𝗹𝗱𝗻'𝘁 𝗯𝗲My career passion is to help you feel secure in knowing your financial matters are in order. Whether your goal is wealth preservation, asset protection, estate planning, retirement income distribution, college funding, business succession, employee benefits planning, or any combination of these, Global Wealth Advisors and its subsidiary Global Business Advisors provide cutting-edge knowledge, strategies, and tools. I am proud to be a part of the GWA and GBA team where I will help simplify your financial life and empower your dreams.𝗔𝗯𝗼𝘂𝘁 𝗚𝗪𝗔Global Wealth Advisors is an independent financial planning and investment management firm. We help people reach their goals by never losing sight of our planning strategy and process. As independent financial advisors, we offer our clients the resources and flexibility to simplify their financial life and help them reach their objectives. An important part of GWA’s 3P Approach© to planning is working with our clients’ other trusted advisors like CPAs, insurance agents, and attorneys, in a collaborative “team” effort. Like fitting a puzzle together, we help clients put the pieces of their financial life together so they feel secure in knowing their financial matters are in order. We can be reached at (210) 367-6937 with locations in Texas and Pennsylvania.𝗗𝗶𝘀𝗰𝗹𝗼𝘀𝘂𝗿𝗲Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org / www.SIPC.org, a registered investment advisor. Fixed insurance products and services, and additional advisory services offered by Global Wealth Advisors 500 N. Loop 1604 E., Suite 250, San Antonio, TX 78232, a registered investment advisor, are separate and unrelated to Commonwealth. Please review our Terms of Use here: www.commonwealth.com/termsofuse.htmlThe Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Chris Powers, Cfp®, Aep®, Aif®'s Current Company Details
Merit Financial Advisors

Merit Financial Advisors

View
Regional Director | Partner - Merit Financial Advisors
San Antonio, TX, US
Employees:
6
Chris Powers, Cfp®, Aep®, Aif® Work Experience Details
  • Merit Financial Advisors
    Regional Director | Partner - Merit Financial Advisors
    Merit Financial Advisors
    San Antonio, Tx, Us
  • Global Wealth Advisors
    Managing Partner
    Global Wealth Advisors Sep 2023 - Present
    500 N. Loop 1604 E. | Suite 250 | San Antonio, Tx 78232
    𝗟𝗶𝘃𝗲 𝗺𝗼𝗿𝗲, 𝘄𝗼𝗿𝗿𝘆 𝗹𝗲𝘀𝘀.In 2023, Chris partnered with Global Wealth Advisors to serve as Managing Partner in their San Antonio office. He also works closely with their partner company Global Business Advisors which is located in the same office. Working with both firms, he specializes in multigenerational wealth management addressing issues relating to estate planning, wills, trusts, retirement income, social security analysis, investment portfolio management, disability… Show more 𝗟𝗶𝘃𝗲 𝗺𝗼𝗿𝗲, 𝘄𝗼𝗿𝗿𝘆 𝗹𝗲𝘀𝘀.In 2023, Chris partnered with Global Wealth Advisors to serve as Managing Partner in their San Antonio office. He also works closely with their partner company Global Business Advisors which is located in the same office. Working with both firms, he specializes in multigenerational wealth management addressing issues relating to estate planning, wills, trusts, retirement income, social security analysis, investment portfolio management, disability insurance, life insurance, long-term care planning, social security analysis, and risk management. Leveraging the specialties of Global Business Advisors, he also helps bridge the gap for business owners who need human resources, employee benefits, payroll, and retirement plan management. He began his career as a financial advisor after separating from the Air Force. He holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Accredited Investment Fiduciary® and the Accredited Estate Planner® designations. From 2013-2014, he served as President of the San Antonio Estate Planners Council. Show less
  • Empower Wealth Advisors
    Certified Financial Planner™ Professional
    Empower Wealth Advisors Jun 2000 - Sep 2023
    4358 Lockhill Selma Rd. | Bldg. 1, Suite 100 | Shavano Park, Tx 78249
    𝗗𝗼𝗻’𝘁 𝗷𝘂𝘀𝘁 𝗽𝗹𝗮𝗻 𝗶𝘁. 𝗗𝗼 𝗶𝘁.Chris owned Empower Wealth Advisors in San Antonio for over 22 years. The firm specialized in multigenerational wealth management addressing issues relating to estate planning, wills, trusts, retirement income, social security analysis, investment portfolio management, disability insurance, life insurance, long-term care planning, social security analysis, and risk management. In 2023, he partnered with Global Wealth Advisors to serve as Managing… Show more 𝗗𝗼𝗻’𝘁 𝗷𝘂𝘀𝘁 𝗽𝗹𝗮𝗻 𝗶𝘁. 𝗗𝗼 𝗶𝘁.Chris owned Empower Wealth Advisors in San Antonio for over 22 years. The firm specialized in multigenerational wealth management addressing issues relating to estate planning, wills, trusts, retirement income, social security analysis, investment portfolio management, disability insurance, life insurance, long-term care planning, social security analysis, and risk management. In 2023, he partnered with Global Wealth Advisors to serve as Managing Partner in their San Antonio office. Show less
  • San Antonio Estate Planners Council
    President
    San Antonio Estate Planners Council 2013 - 2014
    The president is responsible for promoting a multi-disciplinary approach to estate planning by strengthening relationships between attorneys, accountants, trust officers and financial planners in order to better serve our clients.
  • Prfs, Inc.
    Certified Financial Planner, Professional
    Prfs, Inc. May 2000 - Dec 2009
    See current position.
  • Usaf
    Captain
    Usaf Sep 1995 - Sep 1999

Chris Powers, Cfp®, Aep®, Aif® Skills

Estate Planning Retirement Investments Insurance Strategic Financial Planning Mutual Funds Wealth Management Retirement Planning Series 7 Asset Allocation Financial Analysis Portfolio Management Tax Financial Modeling Investment Management Securities Asset Managment Series 63 Irrevocable Life Insurance Trusts

Chris Powers, Cfp®, Aep®, Aif® Education Details

Frequently Asked Questions about Chris Powers, Cfp®, Aep®, Aif®

What company does Chris Powers, Cfp®, Aep®, Aif® work for?

Chris Powers, Cfp®, Aep®, Aif® works for Merit Financial Advisors

What is Chris Powers, Cfp®, Aep®, Aif®'s role at the current company?

Chris Powers, Cfp®, Aep®, Aif®'s current role is Regional Director | Partner - Merit Financial Advisors.

What is Chris Powers, Cfp®, Aep®, Aif®'s email address?

Chris Powers, Cfp®, Aep®, Aif®'s email address is ch****@****roe.com

What is Chris Powers, Cfp®, Aep®, Aif®'s direct phone number?

Chris Powers, Cfp®, Aep®, Aif®'s direct phone number is (210) 918*****

What schools did Chris Powers, Cfp®, Aep®, Aif® attend?

Chris Powers, Cfp®, Aep®, Aif® attended Texas A&m University, The University Of Texas At San Antonio.

What are some of Chris Powers, Cfp®, Aep®, Aif®'s interests?

Chris Powers, Cfp®, Aep®, Aif® has interest in Bay Fishing.

What skills is Chris Powers, Cfp®, Aep®, Aif® known for?

Chris Powers, Cfp®, Aep®, Aif® has skills like Estate Planning, Retirement, Investments, Insurance, Strategic Financial Planning, Mutual Funds, Wealth Management, Retirement Planning, Series 7, Asset Allocation, Financial Analysis, Portfolio Management.

Who are Chris Powers, Cfp®, Aep®, Aif®'s colleagues?

Chris Powers, Cfp®, Aep®, Aif®'s colleagues are Sunil Sunil G, Lazar A.

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