CFA, CFP®, AAMS®
Chris Long is a Partner and Branch Manager of Intentional Wealth Strategies, a financial advisory firm aligned with Raymond James Financial Services. Chris is both a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst with a passion for retirement planning and investment management. Chris joined Intentional Wealth Strategies in 2014 and was instrumental in the 2017 transition from Ameriprise Financial to Raymond James. Earlier in his career, he worked at Morgan Stanley Smith Barney and at Charles Schwab & Co., in a variety of positions including; vice president, financial consultant and planner, associate portfolio consultant, registered representative and trading consultant.
Chris provides goals-based wealth management strategies and retirement planning. His institutional-type approach and focus on tax-efficient strategies, are designed to specifically address the needs of the affluent individuals served by Intentional Wealth Strategies.
Chris serves the interests of his clients in a principled, earnest and meticulous manner, careful to explain even the most complex financial concepts in easy-to-understand language.
Chris believes in giving back by being active in his community. He currently serves as the Chairman of the El Paso County Retirement Board and is a founding member of the Fort Lewis College Investment Advisory Committee. Chris is the Colorado Springs liaison to the CFA Society Colorado and is an active member of the Financial Planning Association of Southern Colorado. He also volunteers with the League of United Latin American Citizens’ Upward Bound program teaching a financial literacy course to high school students at Harrison High School.
Chris earned a bachelor’s degree with honors in economics from Metropolitan State University of Denver. He holds the prestigious Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ professional.
Originally from Ft. Walton Beach, Florida, he lives in Colorado Springs with his wife, Jill, and their son, Derek. In his free time, he enjoys spending time with his family, camping and touring Colorado in their travel trailer. Chris is an avid reader who also enjoys cooking traditional family recipes, fly-fishing and rooting for his favorite baseball team, the Colorado Rockies.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® , CERTIFIED FINANCIAL PLANNER™ , and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Broker Check: https://brokercheck.finra.org/individual/summary/5162120