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Chris Allen - Associate Wealth Advisor

Chris Allen

Chris serves as an Associate Wealth Advisor for the firm. He has supported the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans since he joined in 2015.   Chris supports the investment team with day to day portfolio monitoring and trading activities. 

Chris also supports clients with various administrative tasks and problem solving to make client lives a little easier. Chris is a certified financial counselor and worked for a non-profit financial counseling organization prior to joining the Total Wealth Planning team. He has consulted numerous families in helping them establish sustainable spending plans.

Chris’s credentials include:

  • Bachelor of Science, Financial Planning, The Ohio State University
  • Series 65 Investment Advisor Representative
  • Certified Financial Planning Professional (CFP®)
  • Total Wealth Planning member of the Investment Policy Committee

Originally from Chicago, Chris currently resides in Mason with his son Aiden. He enjoys golf and baseball.

 
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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
513-984-6696 513-984-6696
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Tuesday, December 4, 2018


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