Chris Barley CFP, CIMA

Location :

300 S Orange Ave, Ste 750, Orlando, Florida 32801
Added by Jopie, at 01 January 2020

My Approach
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

Interests
I love golfing. I'm reasonably good, Saturday morning Country Club of Orlando
Spending time at our place in Linville, NC - Grandfather Golf and Country Club
Gardening, when I have time
Tennis - Average player, I prefer doubles
Cooking
Ping Pong!
Camping

Community Participation
Trustee of The First Tee
Advisory Board Member of The First Tee of Central Florida
Advisory Board Member of Canine Companions for Independence
Advisory Board Member of Vision Health International
I am active in the philanthropic community and enjoy working with various boards and local charities.

Areas of Focus
Estate Planning Strategies
Wealth Preservation Strategies
Retirement Planning Strategies
Education Planning
Insurance
Charitable Giving
Women's Financial Strategies
Tax Planning Strategies
Domestic Partner Planning

Experience
Awards & Recognition
Ameriprise Circle of Success, 2013

Qualifications
CIMA®Certified Investment Management Analyst, 1999 The Wharton School
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner, 1986

Education
B.S. Business & Computer Science, University of Florida, 1982 - Gainesville, FL

Professional Associations
Financial Planning Association
Investment Management Consultants Association

Working Together
Meeting with an Ameriprise Financial Advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs

What to bring
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals.

See Important Disclosures:
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit Ameriprise.com/social for more important disclosures and information. Ameriprise Financial wants to help you protect your privacy. While we maintain a presence on social media websites, we are not affiliated with them and we cannot control how they or other parties will use the information you share on it. In other words, it's up to you to read and understand the privacy policies and terms of service for each social media platform you participate in. Posts will be reviewed and treated by Ameriprise Financial according to terms of our privacy notice at Ameriprise.com/privacy. Our pages are intended for US residents only.

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