Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Stein is a financial advisor with Jim Saulnier & Associates, LLC, a firm based in Fort Collins, CO. Christopher is a Certified Financial Planner with experience in financial planning, portfolio management for individuals, and selection of other advisors. Christopher has experience serving individuals, high-net-worth individuals, and charitable organizations. Christopher is registered to provide investment advice in California, Colorado, North Carolina, Pennsylvania, Texas, and Washington. Christopher is also an instructor in the Finance Department at Colorado State University.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CO
11/13/2018 - Present
JIM Saulnier & Associates, LLC (FORT COLLINS CO)
Active
Inactive
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