Chris' career as a financial planner with Seamount Financial Group, Inc. began in 1997. He holds several registrations, including Series 7, 24, 63, & 65. He is a Registered Securities Representative and a Licensed Life Insurance agent (CO License #283374). He received a degree from California State University, Fullerton, with Bachelors degree in Finance.
Specialties Include:
Comprehensive Financial Planning
Investment Strategies
Retirement Income Planning
Education Funding Solutions
Asset Allocation and Management
Risk Management
Portfolio Analysis
Insurance Planning
Long-Term Projection Planning
Securities and Investment Advisory Services offered through H. Beck Inc., Member FINRA (www.FINRA.org), SIPC (www.SIPC.com) Investment Advisory Services offered through Seamount Financial Group, Inc.
Seamount Financial Group, Inc.and H.Beck Inc. are not affiliated.
90 South Cascade Ave, Suite 1140
Colorado Springs, CO 80903
Registered to sell securities in the following states:CO AZ, CA, FL, GA, KS, LA, MA, MD. MI, NC, NM, OK, OR, TX, UT, VA, WA. Licensed to sell insurance in CO, CA, MA, UT, OR, & FL. This is not an offer or solicitation in any other state where I am not licensed and registered.
Third party posts do not reflect the views of H. Beck Inc. and have not been reviewed by H. Beck Inc. as to accuracy and completeness.
This information should not be considered tax/legal advice. You should consult your tax/legal advisor regarding your own tax/legal situation. Investments will fluctuate and may be worth more or less than when originally purchased. There is no assurance that any particular strategy will work under all market conditions. Past performance does not guarantee future results.