Christopher Eckert, CFP, CRPS, CSRIC™

Senior PIM Portfolio Manager, Managing Director - Investments

Comprehensive Services


Using sophisticated investment strategies and a personalized planning approach, I am there to organize financial affairs and build a plan to grow, protect, manage and transition wealth.

Investment Management
Customized portfolio management
Risk profile assessment
Rebalance strategies


 Legacy & Trust Planning*
Wealth preservation and transition strategies
Trust and tax-efficient investment strategies
Legacy strategies to control wealth transfers
Family wealth planning with next generation
Life Transition Strategies
Job change
Retirement
Death of a loved one
Sudden income
Divorce

 Charitable and Community Giving
Charitable planning
Strategies to instill philanthropic values in the next generation
Retirement Planning
Social Security claiming strategies
Retirement plan investments
Retirement plan distributions
Retirement income strategies
Cash flow & budgeting
Stock option grants or restricted stock

 Risk/Insurance Planning*
Adequate insurance protection
Management plan for incapacity/disability
Healthcare expense planning
Medicare options
Long-term care strategies
Education Planning
Education savings strategies
Invest for children or grandchildren
Identify suitable tax-efficient investments		 Coordination with CPA & Attorney*
Coordinate collaborative meetings
Review of legacy documents and tax returns
Implement tax-efficient investing strategies



Years of experience provides expertise across many areas of wealth and investment planning.




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* Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (CA, CO, CT, FL, GA, MA, ME, NC, NY, PA, SC, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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