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Cfp Chris Young Cpwa

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Cfp Chris Young Cpwa

Sr. Wealth Advisor | City of Plano

Plano, Texas, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Cfp Chris Young Cpwa

Work Experience

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Sr. Wealth Advisor at

Mercer Advisors

October 2021 - Present

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Board Member at

City of Plano

September 2010 - Present

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Wealth Advisor at

Quest Capital Management, Inc.

December 1993 - Present

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Cfp Chris Young Cpwa

Education

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

mail

***********@merceradvisors.com

******@plano.gov

***********@questadvisor.com

Colleagues

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Selso Mata

Chief Building Official

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Esther Grossman

Associate Municipal Judge

Billy Lay

Battalion Chief

Bill Peterson

Fire Chief / Emergency Management Coordinator

Dan Burks

Battalion Chief

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David Kerr

Asst. Chief/Fire Marshal

Brice Nowell

President, Certified Graduate Builder, Graduate Master Builder

Chris Johnson

Crew Chief

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Jason Christensen

Deputy Chief, Patrol Division

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