Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Chris Gant CFP®, ADPA®
Vice President – Investments
My Approach
We must do better! I said to myself almost 20 years ago in the middle of the dot-com market meltdown. Many of my clients were forced to delay their retirement date and postpone long- awaited plans. I had recently passed the exam to become a CERTIFIED FINANCIAL PLANNER™ and at that time decided there had to be a better way to manage risk in my clients’ portfolios. A comprehensive financial plan is the first step in developing a framework for success. As a CFP® certificant and Financial Advisor, I have always put my clients’ interests first. I have dedicated my career to helping clients prepare for and transition to retirement. My areas of concentration include comprehensive financial planning, custom portfolio management, portfolio risk management, legacy, and end-of life-planning.
Qualifications
- Joined Benjamin F. Edwards in 2018
- CERTIFIED FINANICAL PLANNER™ Certificant
- Accredited Domestic Partnership AdvisorSM
- 25 years investment-planning experience
- Bachelor’s degree in economics from University of Nevada-Reno
- College of Financial Planning, CERTIFIED FINANCIAL PLANNER™ course work
Community Activities
- Truckee Meadows Community College instructor, stocks and bonds class over 10 years
- Marce Herz Foundation Board Member
- Married to wife, Peggy, and have two children
Phone 775-300-7560
Toll Free Phone 833-300-7560
Phone (Direct) 775-300-7560
Fax 775-300-7551
What is an ADPA®? An ACCREDITED DOMESTIC PARTNERSHIP ADVISORSM, or ADPA®, designation from the College for Financial Planning indicates that the holder has completed a course of study that addresses wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, are subject to a disciplinary process and must complete 16 hours of continuing education training every two years.
Check the background of this investment professional on FINRA’s BrokerCheck