Chris is the founder of Personal Finance Partner LLC and is dedicated to teaching Personal Finance skills to individuals, no matter what stage of life they’re in.
He recognized an opportunity to truly empower clients as a Financial Coach by offering personalized guidance based upon actual experience. His prior qualifications as a Private Investor, Financial Advisor, Small Business Owner, and retired Corporate Executive allow him to bring a high level of proven experience to clients’ financial decisions.
It has been personally rewarding to build a program solely focused on teaching financial literacy through a dedicated one-on-one coaching platform that is affordable to the masses, but tailored to each individual’s needs. Our goal is to help you navigate an often complex financial landscape, by serving as your Personal Finance Partner. We often serve as a complement to both your CPA, CFP, and/or Wealth Management/Advisor team.
The finance industry is full of concerns surrounding finance professionals who do not have their clients’ best interests at the center of their recommendations or advice. When working with Personal Finance Partner LLC, our clients can be sure they’ve hired an experienced and honest Financial Coach who truly has zero conflicts of interest. Our sole objective is to teach you how to take control of your money, no matter what stage of life you’re in!
Giving Back: Our one request to all new clients is to take their key learnings from our sessions and share their newfound skills with someone else. This allows all of us to give back to society and help overcome financial illiteracy, a major contributing factor to poverty both in the US and globally.
