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Cfp Christopher Walczak Ctfa
Cfp Christopher Walczak Ctfa
Managing Director, Shareholder | WMS Partners
Columbia, Maryland, United States
Cfp Christopher Walczak Ctfa
Summary
Christopher Walczak is a dedicated financial advisor specializing in the beef cattle industry, with a strong focus on providing tailored financial solutions. As a Principal and Senior Financial Advisor at Wms Partners, he leverages his expertise to guide clients in managing their financial portfolios effectively. With a commitment to excellence, Christopher has established himself as a trusted partner for clients navigating the complexities of agricultural finance. His role as a shareholder further underscores his investment in the success of both his firm and his clients. Although details about his education and prior experience are limited, his current position indicates a significant level of expertise in his field. He operates within a small to medium-sized firm, allowing for personalized service and close client relationships.
Cfp Christopher Walczak Ctfa
Work Experience
Managing Director, Shareholder at
WMS Partners
December 2023 - Present
Principal, Sr. Financial Advisor, and Shareholder at
WMS Partners
January 2022 - December 2023
Principal and Sr. Client Advisor at
WMS Partners
March 2019 - February 2022
Family Wealth Advisor at
Genspring
May 2006 - March 2019
Board Member at
Financial Planning Association Of Maryland
January 2014 - Present
GenSpring Wealth Strategist at
Genspring
April 2018 - March 2019
Family Wealth Advisor at
Genspring Family Offices
May 2006 - Present
Board Member at
Financial Planning Association of Maryland
January 2014 - January 2018
Principal, Senior Financial Advisor, and Shareholder at
Wms Partners
Present
Cfp Christopher Walczak Ctfa
Education
The University of Maryland, College Park, Bachelor Of Arts, Economics
University of Maryland
The University of Maryland, College Park, Bachelor of Arts
Ridgewood High School
University of Maryland
Ridgewood High School
Frequently Asked Questions about Cfp Christopher Walczak Ctfa
What is Cfp Christopher Walczak Ctfa email address?
Cfp Christopher Walczak Ctfa's primary email address is ********@wms-partners.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Christopher Walczak Ctfa work for?
Cfp Christopher Walczak Ctfa is a Managing Director, Shareholder at WMS Partners, a company specializing in Monetary Authorities-Central Bank.
Where Cfp Christopher Walczak Ctfa graduated from?
Cfp Christopher Walczak Ctfa holds a degree in from The University of Maryland, College Park.
How can I directly contact Cfp Christopher Walczak Ctfa?
To contact Cfp Christopher Walczak Ctfa directly, you can use the email address ********@wms-partners.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Christopher Walczak Ctfa?
Christopher Walczak is a dedicated financial advisor specializing in the beef cattle industry, with a strong focus on providing tailored financial solutions. As a Principal and Senior Financial Advisor at Wms Partners, he leverages his expertise to guide clients in managing their financial portfolios effectively. With a commitment to excellence, Christopher has established himself as a trusted partner for clients navigating the complexities of agricultural finance. His role as a shareholder further underscores his investment in the success of both his firm and his clients. Although details about his education and prior experience are limited, his current position indicates a significant level of expertise in his field. He operates within a small to medium-sized firm, allowing for personalized service and close client relationships.
Cfp`s contact details
********@wms-partners.com
Colleagues
Chief Operating Officer
Lecturer
Shareholder, Managing Director and Senior Advisor
Chief Executive Officer
Chief Financial Officer
Chief Operating Officer - Investments / Senior Financial Advisor