Chris Staples, Cfp®, Aif®

Chris Staples, Cfp®, Aif® Email and Phone Number

Principal Owner @ Wealth 360, LLC
Buford, GA, US
Chris Staples, Cfp®, Aif®'s Location
Buford, Georgia, United States, United States
Chris Staples, Cfp®, Aif®'s Contact Details

Chris Staples, Cfp®, Aif® work email

Chris Staples, Cfp®, Aif® personal email

n/a
About Chris Staples, Cfp®, Aif®

With over 16 years of experience as the principal owner of Wealth 360, LLC, I provide fee-only financial planning and investment advisory services to individuals, families, and businesses. I am a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®, which means I adhere to the highest standards of ethics and fiduciary responsibility in serving my clients' best interests.My specialties include investment management, risk management, retirement planning, and financial planning. I help my clients achieve their financial goals and dreams by creating customized, comprehensive, and holistic plans that align with their values, needs, and preferences. I also leverage my expertise in investment strategies, portfolio construction, and asset allocation to optimize their returns and mitigate their risks. My mission is to empower my clients with the knowledge, confidence, and peace of mind that comes from having a trusted and reliable financial partner.

Chris Staples, Cfp®, Aif®'s Current Company Details
Wealth 360, LLC

Wealth 360, Llc

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Principal Owner
Buford, GA, US
Chris Staples, Cfp®, Aif® Work Experience Details
  • Wealth 360, Llc
    Principal Owner
    Wealth 360, Llc
    Buford, Ga, Us
    View
  • Wealth 360, Llc
    Principal Owner
    Wealth 360, Llc Jan 2008 - Present
    Suwanee, Ga
    Fee-only financial planning and investment advisory firm.
    View
  • Sigma Financial Corporation
    Financial Advisor
    Sigma Financial Corporation Mar 2005 - Dec 2007
    View
  • Woodmen Of The World / Woodmen Financial Services
    Financial Advisor
    Woodmen Of The World / Woodmen Financial Services Oct 1992 - Mar 2005

Chris Staples, Cfp®, Aif® Skills

Retirement Planning Financial Planning Asset Management Risk Management Investment Advisory Strategic Financial Planning Investments Asset Managment Investment Management Financial Planners Wealth Management 401k Estate Planning Life Insurance Long Term Care Retirement Mutual Funds Wealth 401k Rollovers Iras Asset Allocation Finance Financial Advisory Series 7 Securities Investment Strategies Alternative Investments Roth Ira Certified Financial Planner Stock Market Analysis Bond Markets Etfs Financial Analysis

Chris Staples, Cfp®, Aif® Education Details

Frequently Asked Questions about Chris Staples, Cfp®, Aif®

What company does Chris Staples, Cfp®, Aif® work for?

Chris Staples, Cfp®, Aif® works for Wealth 360, Llc

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

Chris Staples, Cfp®, Aif®'s current role is Principal Owner.

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

Chris Staples, Cfp®, Aif®'s email address is ma****@****les.com

What schools did Chris Staples, Cfp®, Aif® attend?

Chris Staples, Cfp®, Aif® attended Indiana Wesleyan University, Oglethorpe University.

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

Chris Staples, Cfp®, Aif® has interest in Health And Fitness, Learning, My Family.

What skills is Chris Staples, Cfp®, Aif® known for?

Chris Staples, Cfp®, Aif® has skills like Retirement Planning, Financial Planning, Asset Management, Risk Management, Investment Advisory, Strategic Financial Planning, Investments, Asset Managment, Investment Management, Financial Planners, Wealth Management, 401k.

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