Chris Powers, Cfp®, Aep®, Aif® Email & Phone Number
@plantoroe.com
1 phone found area 210
LinkedIn matched
Who is Chris Powers, Cfp®, Aep®, Aif®? Overview
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Chris Powers, Cfp®, Aep®, Aif® is listed as Regional Director | Partner - Merit Financial Advisors at Merit Financial Advisors, a with 6 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at plantoroe.com, phone signal with area code 210, and a matched LinkedIn profile for Chris Powers, Cfp®, Aep®, Aif®.
Chris Powers, Cfp®, Aep®, Aif® previously worked as Managing Partner at Global Wealth Advisors and CERTIFIED FINANCIAL PLANNER™ Professional at Empower Wealth Advisors. Chris Powers, Cfp®, Aep®, Aif® holds Bachelor'S Degree, Engineering from Texas A&M University.
Email format at Merit Financial Advisors
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AeroLeads found 1 current-domain work email signal for Chris Powers, Cfp®, Aep®, Aif®. Compare company email patterns before reaching out.
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.
Listed skills include Estate Planning, Retirement, Investments, Insurance, and 15 others.
Chris Powers, Cfp®, Aep®, Aif®'s current company
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Chris Powers, Cfp®, Aep®, Aif® work experience
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Managing Partner
Current𝗟𝗶𝘃𝗲 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
Certified Financial Planner™ Professional
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
President
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.
Certified Financial Planner, Professional
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Captain
Chris Powers, Cfp®, Aep®, Aif® education
Bachelor'S Degree, Engineering
Master'S Degree, Environmental Science, 4.0
Frequently asked questions about Chris Powers, Cfp®, Aep®, Aif®
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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 Merit Financial Advisors?
Chris Powers, Cfp®, Aep®, Aif® is listed as Regional Director | Partner - Merit Financial Advisors at Merit Financial Advisors.
What is Chris Powers, Cfp®, Aep®, Aif®'s email address?
AeroLeads has found 1 work email signal at @plantoroe.com for Chris Powers, Cfp®, Aep®, Aif® at Merit Financial Advisors.
What is Chris Powers, Cfp®, Aep®, Aif®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 210 for Chris Powers, Cfp®, Aep®, Aif® at Merit Financial Advisors.
Where is Chris Powers, Cfp®, Aep®, Aif® based?
Chris Powers, Cfp®, Aep®, Aif® is based in San Antonio, Texas, United States while working with Merit Financial Advisors.
What companies has Chris Powers, Cfp®, Aep®, Aif® worked for?
Chris Powers, Cfp®, Aep®, Aif® has worked for Merit Financial Advisors, Global Wealth Advisors, Empower Wealth Advisors, San Antonio Estate Planners Council, and Prfs, Inc..
Who are Chris Powers, Cfp®, Aep®, Aif®'s colleagues at Merit Financial Advisors?
Chris Powers, Cfp®, Aep®, Aif®'s colleagues at Merit Financial Advisors include Sunil Sunil G and Lazar A.
How can I contact Chris Powers, Cfp®, Aep®, Aif®?
You can use AeroLeads to view verified contact signals for Chris Powers, Cfp®, Aep®, Aif® at Merit Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Chris Powers, Cfp®, Aep®, Aif® attend?
Chris Powers, Cfp®, Aep®, Aif® holds Bachelor'S Degree, Engineering from Texas A&M University.
What skills is Chris Powers, Cfp®, Aep®, Aif® known for?
Chris Powers, Cfp®, Aep®, Aif® is listed with skills including Estate Planning, Retirement, Investments, Insurance, Strategic Financial Planning, Mutual Funds, Wealth Management, and Retirement Planning.
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