Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Charitable Giving, Group Benefits, Risk Management Strategies, Estate Planning, Financial Education, Business Succession Planning
Christopher Price, a Certified Financial Planner ™ Professional, Retirement Income Certified Planner™, and an Investment Advisor Representative, believes in a consultative, individualized approach to addressing clients’ financial needs.
Graduating from Susquehanna University with a double major in Finance and Entrepreneurship, Price started his career with Edward Jones Investments as a Financial Advisor. At Edward Jones Investments, he was granted the Triple Crown Member Award for his service within the financial arena.
Price continued his career with MetLife Securities as a Financial Service Executive. With his constant approach to financial planning and clear, complete explanations of investments and recommendations, he went on to become a Leaders Conference Qualifier and a Million Dollar Round Table Qualifier.
Currently, Price is an Investment Advisor with Coastal Wealth, a member of the MassMutual Financial Group, where he leads an advisory team that mainly focuses on growth and protection of client assets worth more than a million dollars. Using combined knowledge from his team and strategic partners, Price creates an instructive, unique financial plan that will attend to a client’s desired goals.
Investment focal points include, but are not limited to, Portfolio Management, Pension and 401(K) Consulting, Fee Based Advising, and Retirement Income Planning. Insurance specialties include, but are not limited to, Supplement Employee Retirement Plan (SERPs), Slit-Dollar Plan, Life Insurance, Estate and Business Investment Strategies. Price is also licensed to sell insurance in: FL and PA.
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1200 S. Pine Island Road, Ste. 350
Plantation, FL 33324