Chris
Wynne, CFP®, ChFc, CLU
Senior Wealth Advisor
Chris
is a Vice President with Tegra Financial Partners, a subsidiary
of Habif, Arogeti & Wynne, LLP that provides individuals and
businesses with comprehensive financial planning and asset management.
Chris
is a Certified Financial Planner™ (CFP), Chartered Financial
Consultant (ChFC) and a Chartered Life Underwriter (CLU). He also
holds all required licenses in the areas of investments and insurance
planning. His mission is to create long-term relationships by providing
quality advice and personalized service. Chris’ areas of focus
include estate planning, retirement planning, asset allocation and
insurance planning.
In
1992, Chris began working in banking with the Riggs National Bank
in Washington, D.C. In 1993, he joined American Express Financial
Advisors (AEFA) as a financial advisor.
In
1994, Chris and Lisa Taranto Schiffer formed Schiffer, Wynne &
Associates, a financial advisory branch of American Express Financial
Advisors and relocated their practice to Atlanta in 1995.
During
his tenure with AEFA, Chris became part of the company’s Senior
Financial Advisor Group. He earned the President’s Recognition
Award for Quality Advice in 1998 and 1999 and has also qualified
for the Million Dollar Round Table in 2001, 2002 and 2003. Chris
was a licensed Business Financial Advisor for AEFA and he was one
of the select speakers for the American Express Financial Education
Services division where he conducted seminars for numerous companies,
such as Equifax, Sprint, WebMD and Nortel to name a few. Chris continues
to conduct presentations for Tegra Financial Partners.
Chris
is a current member of the Financial Planning Association of America.
He received a Bachelors of Science in Business Administration from
the American University in Washington, D.C.
Chris
works jointly with Lisa Taranto Schiffer as a team practice with
Tegra Financial Partners.
Contact
Information:
Direct Dial: 404-898-7506
Email: chris.wynne@hawcpa.com
Fax: 404-602-4632
Certified
Financial Planner Board of Standards, Inc. owns the certification
marks CFP® and CERTIFIED FINANCIAL PLANNER™ and federally
registered CFP (with flame design) in the U.S., which it awards
to individuals who successfully complete CFP Board's initial and
ongoing certification requirements.
Insurance
products and programs offered through HA&W Risk Management,
LLC. Securities offered through Securities America, Inc. Member
NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne,
Registered Representatives. Advisory services offered through HA&W
Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA
Financial Partners are not affiliated with Securities America, Inc. |