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Cfp Chris Young Cpwa
Cfp Chris Young Cpwa
Sr. Wealth Advisor | City of Plano
Plano, Texas, United States
Cfp Chris Young Cpwa
Summary
Chris Young is a seasoned Wealth Advisor based in Plano, Texas, with extensive experience in financial planning and wealth management. He adopts a holistic approach to client relationships, guiding individuals through significant life transitions while ensuring their financial goals are met. With a diverse client base that includes professionals such as physicians and business owners, Chris emphasizes long-term relationships and multi-generational wealth management. He is actively involved in community service as a board member of the Plano Parks Foundation and is a recognized speaker on financial topics. Chris's educational background includes studies at the University of Oklahoma and The University of Texas at Dallas, complementing his professional credentials. Outside of work, he enjoys soccer, golf, and coaching youth sports, reflecting his commitment to family and community engagement.
Cfp Chris Young Cpwa
Work Experience
Sr. Wealth Advisor at
Mercer Advisors
October 2021 - Present
Board Member at
City of Plano
September 2010 - Present
Wealth Advisor at
Quest Capital Management, Inc.
December 1993 - Present
Cfp Chris Young Cpwa
Education
January 1989 - January 1993
Frequently Asked Questions about Cfp Chris Young Cpwa
What is Cfp Chris Young Cpwa email address?
Cfp Chris Young Cpwa's primary email address is ***********@merceradvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Chris Young Cpwa work for?
Cfp Chris Young Cpwa is a Sr. Wealth Advisor at City of Plano, a company specializing in General government, nec.
Where Cfp Chris Young Cpwa graduated from?
Cfp Chris Young Cpwa holds a degree in from University of Oklahoma.
How can I directly contact Cfp Chris Young Cpwa?
To contact Cfp Chris Young Cpwa directly, you can use the email address ***********@merceradvisors.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Chris Young Cpwa?
Chris Young is a seasoned Wealth Advisor based in Plano, Texas, with extensive experience in financial planning and wealth management. He adopts a holistic approach to client relationships, guiding individuals through significant life transitions while ensuring their financial goals are met. With a diverse client base that includes professionals such as physicians and business owners, Chris emphasizes long-term relationships and multi-generational wealth management. He is actively involved in community service as a board member of the Plano Parks Foundation and is a recognized speaker on financial topics. Chris's educational background includes studies at the University of Oklahoma and The University of Texas at Dallas, complementing his professional credentials. Outside of work, he enjoys soccer, golf, and coaching youth sports, reflecting his commitment to family and community engagement.
Cfp`s contact details
***********@merceradvisors.com
******@plano.gov
***********@questadvisor.com
Colleagues
Chief Building Official
Associate Municipal Judge
Battalion Chief
Fire Chief
Fire Chief / Emergency Management Coordinator
Battalion Chief
Asst. Chief/Fire Marshal
President, Certified Graduate Builder, Graduate Master Builder
Crew Chief
Deputy Chief, Patrol Division