For over 25 years, Chris has helped clients create financial strategies designed to build and protect their retirement wealth. Chris is a Chartered Wealth Manager and Registered Financial Consultant. He has passed the Series 65 securities exam and holds life, health, and property and casualty insurance licenses. He is the managing member of Mediate Financial Investment Advisory Services, LLC, which is an Ohio Registered Investment Adviser. Chris’s licenses and certifications allow him to provide strategies designed to help his clients meet their retirement goals, no matter how complex their financial situations may be. As an Investment Adviser Representative, Chris is held to the fiduciary standard, which means he is required to put his clients’ interests ahead of his own, disclosing any potential conflicts of interest. Chris holds a Bachelor of Science degree from Youngstown State University and a Master of Business Administration from Webster University. However, the above is just the surface of his qualifications. It’s important to note the unique connection he has with what he preaches to clients: to always be prepared for the unexpected, and plan accordingly. Chris’s life completely changed back in 2013 when he suffered a freak injury during a pickup basketball game that resulted in the loss of an eye. For 9 months, he was sidelined from work. Despite the severity of the event, it reignited Chris’s passion of helping others and resulted in his rethinking of the whole message of the business. With a greater commitment than ever before, it became his mission to ensure clients have a well-constructed financial plan primed to handle whatever life throws at it, but one that also gives them the financial freedom to live the life they always desired. A passionate family man, he wanted to ensure his business reflected that concept, where each client would be given special and personal attention from both him and his team. Chris and his wife of more than 20 years have two sons. When he’s not in the office, Chris enjoys spending time with family and watching sports.
Mediate Financial Investment Advisory Services, LLC
Serving Clients in these States