About Christopher
Fee-only registered Investment advisor. For about the same price as, sometimes less then, what you might pay for a portfolio of active mutual funds, we offer clients retirement planning and portfolio management services. We build portfolios from stocks, bonds and ETF securities, not mutual funds. We actively seek out undervalued growth and value stocks. We seek to increase the capital gain and dividend yield of portfolios by investing in undervalued stocks. We love our clients and would like a chance to help you too. Call us to learn more.
Education
MBA
Licenses
Investment Advisor Representative
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
1998
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.