Christopher Douglass, CLU, ChFC, LUTCF
Chris has been a financial planner since 1994 and is committed to providing Stage 2 Planning Partner's clientele with the highest quality financial advice. Chris specializes in developing financial planning strategies that prioritize and help move his clients toward their financial goals. Areas of concentration include:
- Cash management
- Investment analysis
- Portfolio design
- Tax planning
- Education fund planning
- Retirement planning
- Estate planning
- Long-term healthcare planning
He has presented numerous seminars and workshops on: financial planning, retirement planning, estate planning, investment portfolio design, long-term healthcare financing, and tax planning.
After graduating from The State University of New York at Plattsburgh with a degree in Business, Chris furthered his education and now holds the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College.
Chris is an active member of the community donating his time to organizations such as The Society of Financial Service Professionals, as Immediate Past President. He serves as Ethics Committee Chair for the National Association of Insurance and Financial Advisors, Vermont Chapter, he is the current Treasurer for Champlain Valley Crime Stoppers and is a 2004 qualifing member of the Million Dollar Round Table.
Chris is a Registered Representative and Investment Advisor Representative with NFP Securities, Inc.
Email: cdouglass@stage2planning.com