Chris Pollard (CFP®, EA, MBA)
Chris Pollard focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Our expertise is focused on retirement planning for people within five years of retirement and on business owners, entrepreneurs, and self-employed professionals.
NAPFA Start Date
September 16, 2016