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Chris House, MBA, CFP®

Director of Client Engagement

Chris serves as a Director of Client Engagement, introducing clients to the firm's wealth management services. These services encompass all aspects of a healthy financial life and include customized investment management, financial planning, charitable planning, retirement plan consulting, tax planning and preparation, and estate planning services.
With nearly 15 years of experience in the financial services industry, Chris previously served Creative Planning as a Private Wealth Manager, working with high-net-worth individuals and families.

Chris earned a Bachelor of Science degree in finance from Sullivan University and a Master of Business Administration degree from Saint Joseph’s University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Chris is married and enjoys reading, woodworking and spending time with his family.

Articles by Chris House, MBA, CFP®

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