Client Relationship Manager | email@example.com
Chris is a Client Relationship Manager at Equilibrium Wealth Advisors.
Chris started his career in the financial planning industry by joining EWA’s internship program in 2016. He joined our team full time and has built a strong knowledge base in retirement planning, investment portfolio design, trading and rebalancing, risk management planning and more. Chris has spent extensive time shadowing our financial advisors and anticipates shifting into an advisor role himself.
In 2019, Chris earned his executive certificate in Duquesne University’s Financial Planning program. He is currently studying to attain his CERTIFIED FINANCIAL PLANNER™ designation. He plans to continue growing his knowledge base in financial planning in order to establish a strong foundation upon which he can build specializations for clients.
A Pittsburgh native, Chris is settled into the South Side and enjoys living in the city. He is an avid hockey fan, playing on and off in an adult league in Cranberry. Chris also enjoys playing golf and spending time with his friends and family.
As our youngest team member, Chris has the weighty pressure of keeping the office youthful. He is the office’s bachelor and the wittiest comedian on the team.