Chris Wall, CFP®, CPA/PFS
Managing Director, Partner
Chris serves as a Managing Director, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Chris offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he served as a Wealth Advisor and Tax Accountant at a large public accounting firm, where he focused on equity compensation, business planning and tax-efficient investment strategies.
Chris earned Bachelor of Science degrees in business and computer science from St. Peter’s University, graduating summa cum laude. He is also a licensed Certified Public Accountant in the State of California as well as a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Outside his professional work, Chris has a strong passion for travel, both internationally and domestically. He enjoys exploring new cultures, experiencing local cuisine and seeking out unique destinations around the world.
Articles by Chris Wall, CFP®, CPA/PFS
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