CHRISTOPHER PRICE, CFP, ®RICP®, ChFC®

 

 

Managing Director

Investment Advisor Representative 

Financial Advisor

(954) 625 - 1531

ChristopherPrice@FinancialGuide.com

 

 

Just like financial planning, education is a continued process. After graduating from Susquehanna University with a double major in Finance and Entrepreneurship, Christopher Price achieved the prestigious CFP® followed by RICP® and ChFC®

As a Managing Director with Coastal Wealth, a MassMutual firm, he leads an advisory team that focuses on coaching our community throughout their financial life. Using combined knowledge from his team, Price created an instructive and unique financial plan that will attend to a client's desired goals. 

Aside from working with clients first hand, he also teams up with local organizations to provide their employees with financial workshops.  

Investment focal points include, but are not limited to: Portfolio Management, Pension and 401(K) advise, Fee Based Advising, and Retirement Income Planning.

Insurance specialties include, but are not limited to: Supplement Employee Retirement Plan (SERPs), Split-Dollar Plan, Life Insurance, Estate and Business Investment Strategies.

Price is also licensed to sell insurance in: FL, IA, MA, and NC.