Christopher G. Fines, CFP®, RICP® is a Partner and CERTIFIED FINANCIAL PLANNER™ professional with Community Financial Group and has over 17 years of experience in the financial services industry.
Chris joined Equitable Advisors, LLC as a Financial Professional in 2003 and is responsible for helping our clients create, implement, and manage their financial strategies to help them reach their goals. His areas of concentration include retirement planning, investment management, and insurance planning.
He has been distinguished in the financial services industry by attaining the CERTIFIED FINANCIAL PLANNER™ professional designation. The designation comes with extensive training in financial planning, estate planning, insurance, investments, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. He has also achieved the Retirement Income Certified Professional® designation from the American College. The RICP® educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. From retirement portfolio techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age.
Chris is a member of the Financial Planning Association (FPA) which helps him keep up to date on the latest research and ideas in the financial planning industry. Before joining Equitable Advisors, LLC in 2003, Chris spent four years at Union Bank & Trust and its parent company, Union Bankshares (now Union Bank). During this time he worked in various areas of the bank’s financial services, including commercial loan credit analysis and marketing.
Chris graduated from Mary Washington College in 1999 with a degree in Business Administration. He lives in Spotsylvania County with his wife, Regina, and their four children Jillian, Amelia, Oliver, and Hattie. His community activities include membership in the Rappahannock Rotary Club, Spotsylvania Educational Foundation Board, and the University of Mary Washington’s College of Business Advisory Board. When he is not working or spending time with his family he enjoys exercising, golf, reading, and playing guitar.
CFP® and CERTIFIED FINANCIAL PLANNER™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Community Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC. Community Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE 144099 (EXP 03/21) AR Insurance Lic # 7644804 CA Insurance Lic. # 0H30647
California Insurance License #: 0H30647
Arkansas Insurance License #: 7644804
Securities
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
<b> Fredericksburg Office </b> <br> 107 Amelia St. <br> Fredericksburg, VA 22401 <br> 540-604-5690 <br> allanamoore@communityfg.net <br> <br> <b> Richmond Office </b> <br> 7231 Forest Ave. Suite 300 <br> Richmond, VA 23226 <br> 804-288-1100 <br> kaitlynalloway@communityfg.net <br> <br> <b> Roanoke Office </b> <br> 418 1st St. SW <br> Roanoke VA, 24011 <br> 540-342-7890 <br> korifalcon@communityfg.net is not owned or operated by Equitable Advisors, LLC or its affiliates.