Chris Price Financial Planner

Christopher Price launched his career during the 2008–2010 financial crisis, a trial by fire that shaped his belief in disciplined, client-first planning. His results have been recognized at the highest levels, including Forbes Best in State Financial Security Professional for three consecutive years and counting, and Forbes Top Next-Gen Wealth Advisor. He leads a top-tier advisory team managing over half a billion dollars in client assets with expertise spanning investments, retirement planning, tax coordination, and estate strategies.

The firm offers two different models to address client needs: an advice-based model and a solutions-based model. Whether you are looking for a fee-based financial planner or simply a financial professional to help develop strategies for a portion of your assets, they can serve in the capacity that is appropriate for your situation.

They provide investment guidance, retirement planning, and estate planning services for individuals, families, and business owners. Their client-focused approach emphasizes education and informed decision-making, helping clients explore options and strategies tailored to their goals.

To get started, clients can schedule a free consultation to discuss their questions, concerns, and goals one-on-one. The firm encourages reaching out via phone, email, or their contact form to find out how to get on the right path to the financial future they deserve.

The business is located at 1000 Corporate Dr Floor 7, Suite CP, Fort Lauderdale, FL 33334, United States. They also offer 401(k) advisor services in multiple nearby areas including Aventura, Boca Raton, Brickell, Coconut Grove, Coral Gables, Delray Beach, Miami Beach, Parkland, Plantation, Pompano Beach, Southwest Ranches, and Weston.

The firm operates on a collaborative model that goes beyond a one-size-fits-all philosophy. They strive to help bridge the gap between a client's life and money through a thoughtful one-on-one conversation about what the client knows, what they don't, and what they care about.

Clients can contact the firm by calling 954-625-1531 or emailing Christopher Price directly. They also have dedicated client service specialists, Tara Marciales at 954-625-1528, and Senior Client Relations Manager Johanna Corrie at 954-625-1527 available for assistance.

The firm provides 401(k) advisor services, helping participants with investment selection, asset allocation, risk management, retirement income planning, tax planning, and financial education. They assist in selecting appropriate investment options within a plan depending on risk tolerance, investment objectives, and time horizon.

The firm's guiding principles include fostering constant growth for clients and professionals with a foundation of integrity, finding innovation for the best solutions, and remaining accountable and coachable while staying committed to personal development.

The firm has agents licensed to sell insurance in jurisdictions including AL, FL, GA, IA, MD, MI, NC, NE, NY, OH, SC, and TX. They also have agents licensed to sell securities in FL, PA, IN, CO, GA, KY, WI, NY, NJ, MN, NC, OH, UT, NE, TX, SC, MA, and MD.

The firm offers articles written by Christopher Price covering topics such as 401(k) rollovers, proven strategies to pay off debt faster, and common investment mistakes that undermine long-term wealth. These resources aim to simplify the process and provide actionable advice.

The firm operates with business hours from Monday to Friday, with specific hours varying slightly by day (e.g., Mon-Thu: 9 AM-5 PM, Fri: 9 AM-4 PM). They are closed on Saturdays and Sundays.

The official website of Chris Price Financial Planner is chrispricefinancialplanner.com.

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