Edward Jones - Financial Advisor: Christopher M Warren, CFA®
Why pick this one
Christopher M Warren is a CFA® located in Charlotte, NC, specializing in retirement and estate planning.
Best for
- retirement income strategies
- estate planning
- investment management for high-net-worth individuals
Look elsewhere if
- looking for budget financial advising
- seeking a less personalized approach
Specialties
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Wealth Strategies
- Charitable Giving
Certifications
- CFA®
What makes them different
- Client by Referral
- Located in Charlotte, NC
- Team includes a Branch Office Administrator
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 2101 Rexford Rd, Suite 132 E, Charlotte, NC 28211
- Phone
- 7044453049
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- christopher.warren@edwardjones.com
Services
- financial advising
- investment management
- retirement planning