Wealth Advisory Board
- 1520 Royal Palm Square Blvd Unit 220, Fort Myers, Florida, 33919
- Send Message
- 239-317-7210
Unit 220
Fort Myers, Florida, 33919
United States
About
At Wealth Advisory Board we take a transparent and fiduciary approach to guiding you toward achieving your retirement hopes, dreams and goals. Our focus is on fully engaging with you and providing a level of care, support and service you may not have experienced before.
Chris is responsible for providing strategic, financial and operational leadership for the company and will closely coordinate and work with the board of directors and senior leadership team. Plan, develop, implement and direct the organization’s operational and fiscal function and performance.
Chris is also responsible to provide financial planning and investment advisory services in coordination with the CFP’s and CFA’s. Research and present investment strategies. Develop and execute comprehensive financial planning. Implement risk management and tax planning strategies.
