My name is Chris Staples and I am a CERTIFIED FINANCIAL PLANNER™ professional.
I typically work with young professionals, small business owners, and those near and in retirement helping to develop long-term Financial Planning strategies. I entered into this intriguing profession almost two decades ago (1992 to be exact) and I am still enjoying the adventure.
My first years were served with a large financial institution. However, in 2005 the itch to venture out and serve consumers through my own business was too great to ignore… the benefits of hindsight has proven that decision a good one.
My ambition for this blog is to help you see through the opaque barriers that tend to cloud the financial services industry.
I hope my insights bring ideas for your own personal financial planning and investment successes as well as equip you to see a little more clearly how things work.
I hold a business degree from Indiana Wesleyan University and the Certificate of Financial Planning from Oglethorpe University. I am a CERTIFIED FINANCIAL PLANNER™ professional under the Certified Financial Planning Board of Standards and a current member of the Financial Planning Association where I sit on the Board of Directors as the Pro Bono Chair.
Additionally, I served as President of the National Association of Insurance and Financial Advisors North-Metro Atlanta Chapter [2004-2005].
I am the Principal owner of Wealth 360, LLC.; a fee-only Registered Investment Advisor firm located in the greater Atlanta Area.
I share a wonderful life with my lovely wife and two daughters. I am a fitness enthusiast; I enjoy golf (when I can get out there) as well as reading. I consider myself a lifelong learner… why stop now. I hope you find this site helpful and a little entertaining.