Chris joined the Burney Company in 2018 after spending almost 15 years with State Street Corporation, a large financial services company. At State Street, Chris held various roles within the Investor Services and Global Markets businesses in Boston, MA and Los Angeles, CA. He earned a Bachelor of Science in Finance from Bentley University and a Master of Business Administration (MBA) from Boston University. Chris is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Registered Investment Advisor Representative. He is a member of the Financial Planning Association (FPA), The National Association of Personal Financial Advisors (NAPFA), and Fee-Only Network.
As an advisor, Chris focuses primarily on creating and implementing dynamic, retirement income plans for individuals and couples that are near or in retirement. This is a collaborative, hands-on engagement that centers on the intersection of Investing, Taxes, Insurance, Social Security and Healthcare. A well-designed, tax-efficient investment and withdrawal strategy customized for you will often lead to your assets lasting longer and less money being paid in taxes! Click here for a complimentary, quick, retirement income assessment and report.
Chris currently resides in Vienna, VA with his wife Lauren, daughter Avery, and beagle Beau. He works with clients locally and across the country. If you would like to connect with Chris, he can be reached via email at firstname.lastname@example.org. Alternatively, you can schedule a 15-minute, introductory video call.