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Chris Saras, Cfp®, Lutcf® Email & Phone Number

Financial Services Professional - Insurance and Investment Products at NYLIFE Securities LLC
Location: Orange City, Iowa, United States 7 work roles 4 schools
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Current company
NYLIFE Securities LLC
Role
Financial Services Professional - Insurance and Investment Products
Location
Orange City, Iowa, United States
Company size
4496 employees

Who is Chris Saras, Cfp®, Lutcf®? Overview

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Quick answer

Chris Saras, Cfp®, Lutcf® is listed as Financial Services Professional - Insurance and Investment Products at NYLIFE Securities LLC, a company with 4496 employees, based in Orange City, Iowa, United States. AeroLeads shows a matched LinkedIn profile for Chris Saras, Cfp®, Lutcf®.

Chris Saras, Cfp®, Lutcf® previously worked as Founder & Principal - Investment Advisory and Planning at The Pathway Financial Group and Financial Advisor - Investment Advisory and Wealth Management at Eagle Strategies, Llc. Chris Saras, Cfp®, Lutcf® holds Certified Financial Planner™ Certification from The American College Of Financial Services.

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Email format at NYLIFE Securities LLC

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NYLIFE Securities LLC

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Profile bio

About Chris Saras, Cfp®, Lutcf®

I grew up in a household with an extremely frugal father and a spendthrift mother. It was puzzling as a child to know how to manage money wisely. In college, I developed a desire to learn how money works. I devoured business and finance books, took online courses, and really became a student of the game. I knew I wasn't the only person with this struggle. It was very clear upon college graduation that a career in financial planning was my calling. It became a mission of mine to help other people take control of their financial futures. Fast forward nearly twenty years, I can say with certainly my passion for people and helping them plan has never been higher. If you’re ready and want to see how I can help you, email me at chris@thepathwayfinancial.com! You can also reach me at 712-441-1100. Visit my website at www.thepathwayfinancial.com.

Current workplace

Chris Saras, Cfp®, Lutcf®'s current company

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NYLIFE Securities LLC
Nylife Securities Llc
Financial Services Professional - Insurance and Investment Products
Orange City, IA, US
Website
nylifesecurities.com
Employees
4496
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Company profile
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7 roles

Chris Saras, Cfp®, Lutcf® work experience

A career timeline built from the work history available for this profile.

Financial Services Professional - Insurance And Investment Products

Nylife Securities Llc

Orange City, IA, US

Founder & Principal - Investment Advisory And Planning

Current
The Pathway Financial Group

As the Founder and Principal at The Pathway Financial Group, I approach financial planning from a holistic focus. I start by assessing individuals' financial needs, finding what's important to them, and helping them prioritize planning for short- and long-term financial goals. I take a holistic approach to the planning process and focus on the areas of.

May 2019 - Present

Financial Advisor - Investment Advisory And Wealth Management

Current
Eagle Strategies, Llc

New York, NY, US

As a Financial Adviser I offer investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I provide sophisticated wealth management services by designing customized investment solutions that address the unique investment objectives and risk tolerance levels of individuals and businesses to help them meet a number of.

Jun 2014 - Present

Financial Services Professional - Insurance And Investment Products

Current
Nylife Securities Llc

I work with individuals and businesses through a needs-based approach to help them properly determine their needs. As a Registered Representative offering securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), I am able to provide a wide offering of various investment products to help meet the needs of my clients. These.

Dec 2007 - Present

Agent - Life, Annuities, Disability, And Long-Term Care Insurance

Current
New York Life Insurance Company

New York, New York, US

As a licensed agent providing insurance solutions through New York Life Insurance Company, I work with individuals, families, and businesses using a needs based approach to properly assess and determine what their life insurance or long-term care planning needs are.

Nov 2007 - Present

Cf-L2 Trainer

Crossfit Sterk
Jun 2015 - Mar 2023

Co-Owner, Cf-L2 Trainer

Crossfit Le Mars
Jun 2020 - Apr 2021
Team & coworkers

Colleagues at NYLIFE Securities LLC

Other employees you can reach at nylifesecurities.com. View company contacts for 4496 employees →

CS Carole Starr Mba Carole Starr Mba Colleague at Nylife Securities Llc Nashville Metropolitan Area, United States View → RL Ronel Leffew Ronel Leffew Colleague at Nylife Securities Llc Orlando, Florida, United States, United States View → SR Sarah Ross Sarah Ross Colleague at Nylife Securities Llc Concord, New Hampshire, United States, United States View → SB Susan Baker, Lutcf, Cltc Susan Baker, Lutcf, Cltc Colleague at Nylife Securities Llc Greater Chicago Area, United States View → DL Dj Lambert Dj Lambert Colleague at Nylife Securities Llc Redmond, Washington, United States, United States View → AB Ama Bimpong Ama Bimpong Colleague at Nylife Securities Llc United States, United States View → RL Roger Lederer Iii Roger Lederer Iii Colleague at Nylife Securities Llc Greater Duluth Area, United States View → TJ Tyler Jordan Tyler Jordan Colleague at Nylife Securities Llc Colorado Springs, Colorado, United States, United States View → JB Jonathan Brackett Jonathan Brackett Colleague at Nylife Securities Llc Gastonia, North Carolina, United States, United States View → E" Eunkyung Eunkyung "Nana" Oh Colleague at Nylife Securities Llc Ann Arbor, Michigan, United States, United States View →
4 education records

Chris Saras, Cfp®, Lutcf® education

Certified Financial Planner™ Certification

The American College Of Financial Services

Life Underwriter Training Coucil Fellow (Lutcf®), Insurance & Investment Planning

The American College Of Financial Services

B.S., Business Administration

University Of Redlands

Managerial Economics

University Of California, Davis
FAQ

Frequently asked questions about Chris Saras, Cfp®, Lutcf®

Quick answers generated from the profile data available on this page.

What company does Chris Saras, Cfp®, Lutcf® work for?

Chris Saras, Cfp®, Lutcf® works for NYLIFE Securities LLC.

What is Chris Saras, Cfp®, Lutcf®'s role at NYLIFE Securities LLC?

Chris Saras, Cfp®, Lutcf® is listed as Financial Services Professional - Insurance and Investment Products at NYLIFE Securities LLC.

Where is Chris Saras, Cfp®, Lutcf® based?

Chris Saras, Cfp®, Lutcf® is based in Orange City, Iowa, United States while working with NYLIFE Securities LLC.

What companies has Chris Saras, Cfp®, Lutcf® worked for?

Chris Saras, Cfp®, Lutcf® has worked for Nylife Securities Llc, The Pathway Financial Group, Eagle Strategies, Llc, New York Life Insurance Company, and Crossfit Sterk.

Who are Chris Saras, Cfp®, Lutcf®'s colleagues at NYLIFE Securities LLC?

Chris Saras, Cfp®, Lutcf®'s colleagues at NYLIFE Securities LLC include Carole Starr Mba, Ronel Leffew, Sarah Ross, Susan Baker, Lutcf, Cltc, and Dj Lambert.

How can I contact Chris Saras, Cfp®, Lutcf®?

You can use AeroLeads to view verified contact signals for Chris Saras, Cfp®, Lutcf® at NYLIFE Securities LLC, including work email, phone, and LinkedIn data when available.

What schools did Chris Saras, Cfp®, Lutcf® attend?

Chris Saras, Cfp®, Lutcf® holds Certified Financial Planner™ Certification from The American College Of Financial Services.

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