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Christopher Walczak
Christopher Walczak
Board Member | HB Wealth
Maryland, Columbia, United States
Christopher Walczak
Summary
Christopher Walczak is a seasoned financial professional with a strong background in wealth management and estate planning. He joined WMS Partners in 2019 and quickly rose to the position of Managing Director and Senior Advisor following the firm's integration with HB Family Office in January 2025. With over a decade of experience working with ultra-high net worth families, he has established a reputation for delivering exceptional financial strategies and services. As a CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Financial Advisor, Christopher is committed to professional excellence and community involvement, serving on the board of the Financial Planning Association of Maryland. He holds a Bachelor's Degree in Economics from the University of Maryland and is passionate about coaching youth sports in his personal time. His dedication to client retention and satisfaction is evident in WMS's impressive 99% retention rate, making it a leading wealth advisor in Maryland.
Christopher Walczak
Work Experience
Senior Advisor and Shareholder at
HB Wealth
January 2025 - Present
Christopher Walczak
Education
The University of Maryland, College Park, Bachelor of Arts, Economics
University of Maryland, Financial Planning Coursework
Ridgewood High School
Frequently Asked Questions about Christopher Walczak
What is Christopher Walczak email address?
Christopher Walczak'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 Christopher Walczak work for?
Christopher Walczak is a Board Member at HB Wealth.
Where Christopher Walczak graduated from?
Christopher Walczak holds a degree in null from The University of Maryland, College Park.
How can I directly contact Christopher Walczak?
To contact Christopher Walczak directly, you can use the email address ********@wms-partners.com. Complete contact information is available upon registration with Muraena.
Who is Christopher Walczak?
Christopher Walczak is a seasoned financial professional with a strong background in wealth management and estate planning. He joined WMS Partners in 2019 and quickly rose to the position of Managing Director and Senior Advisor following the firm's integration with HB Family Office in January 2025. With over a decade of experience working with ultra-high net worth families, he has established a reputation for delivering exceptional financial strategies and services. As a CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Financial Advisor, Christopher is committed to professional excellence and community involvement, serving on the board of the Financial Planning Association of Maryland. He holds a Bachelor's Degree in Economics from the University of Maryland and is passionate about coaching youth sports in his personal time. His dedication to client retention and satisfaction is evident in WMS's impressive 99% retention rate, making it a leading wealth advisor in Maryland.
Christopher`s contact details
********@wms-partners.com
Colleagues
Vice President & Principal
VP, AG Edwards & Sons (initially acquired by Wachovia, then Wells Fargo) | Equity Research Analyst
Tutor
Partner, Family Wealth Strategist
Analyst
Management Associate, SunTrust Commercial Banking Training Program
Marketing Analyst
Chief Planning Officer
Accounting Associate (WMS Partners)
Audit Executive