Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Zavecz is a financial advisor registered in Pennsylvania and Texas with Captrust. Christopher has been in the financial services industry since 2003 and has held several positions with different firms, including Sterling Financial Advisors LLC, McQueen, Ball & Associates, CapFinancial Partners LLC (CAPTRUST) and RKL WEALTH MANAGEMENT LLC. Christopher is a Certified Financial Planner and is also a board member of the Berks Arts Council. Christopher focuses on providing financial planning and portfolio management services to individuals, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
09/05/2023 - Present
Captrust (Bethlehem PA)
Active
Inactive
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