Chris Mollan CRPC®, AAMS®, AWMA®, AIF®
I bring over 23 years of dedicated service to my clients. My focus is on helping clients meet their financial objectives by utilizing a comprehensive retirement planning and wealth management approach. In addition to assisting clients in creating customized investment portfolios and retirement income strategies, I also have expertise in the areas of Financial Planning, 401k plans, asset management, insurance, tax, small business planning, as well as estate planning.
I thoroughly believe in providing the highest level of advice and service available to me for my clients. My professional designations include: Certified Retirement Planning Consultant (CRPC ® ), Accredited Asset Management Specialist (AAMS ®) , and Accredited Wealth Management Advisor (AWMA℠). I also recently have accomplished my Accredited Investment Fiduciary (AIF ® ) designation from Fi360.
