Christopher  Pollard,  CFP<sup>&reg;</sup> - Financial Advisor

Christopher Pollard, CFP®


Great Path Planning

10 Matthews Street, Lower Level
Goshen, NY 10924

Great Path Planning

400 Rella Blvd, Ste 165
Suffern, NY 10901-8114
(845) 397-7284


Christopher Pollard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Great Path Planning in Goshen, NY and the surrounding communities.

Financial Advisor Overview

Commission Free: Our only compensation comes from our clients and we work exclusively for them. We believe this approach, often referred to as "fee-only," creates fewer conflicts of interest and allows us to give advice in the best interest of our clients.

Compassionate: Our financial advice is customized to you- based on your unique Goals, Intentions, Values, Experiences, and Relationships. We call this your GIVERs Profile™. For our Expedition Financial Planning Service clients, we dedicate a meeting to listen to you and ask questions about your history, your aspirations, and what "makes you tick". This enables us to best know how to advise you.

Consistent: We promise to do what we say- walk alongside you and provide financial guidance and investment management as life changes. Consistent, thoughtful advice  based on your priorities.

Collaborative: Financial planning is an ongoing, collaborative process. We are not here to tell you what to do. We are here to listen, assess your situation and your desired outcomes, and provide what we believe to be the best courses of action. It is a process of us working together. We provide specific advice, and if you would like to take a different course of action, we can develop alternatives and inform you of the possible outcomes of each alternative.

Comprehensive: We look holistically at your financial situation, unless specifically engaged with a limited scope arrangement. We are looking out for the overall financial health of our clients, which leads us to discuss a broad array of topics. 


Fee Only, Fiduciary: Having financial product sales targets, commission payout rates that vary by product, or promises of free trips to the Bahamas like some financial firms have can taint the advice of an advisor. To avoid this conflict of interest, we do not sell any financial products or receive any commissions, referral fees, or kickbacks from insurance or investment products. Our only compensation comes from our clients. People should get what they want from an advisor: expert advice, not a sales pitch.

We provide advice based on what we believe to be in the best long term interest of our clients- that’s the fiduciary standard.

We are proud to be fee-only fiduciaries.


Financial Advisor Experience

After graduating from West Point and serving in the US Army as an Infantry Officer, I decided my desire for high adventure and international travel had been fulfilled while leading a platoon on a combat tour in Iraq. While pondering what I should be when I grew up (after the Army), I knew I wanted to do two things: work with people and work with numbers. In 2008 I began training to become a personal financial advisor, and I met with my first client in 2009 just after the bottom of the biggest financial crisis since the Great Depression. Since then, I earned an MBA with a Major in Personal Financial Planning, became a Certified Financial Planner ® practitioner and an Enrolled Agent with the Department of Treasury, and have met with over 1,000 individuals to discuss their finances. Through the course of my career I've developed an expertise in retirement income planning, and, as an entrepreneur myself, I have a very keen interest in helping fellow entrepreneurs and business owners be successful in their personal and business endeavors. I am also the founder of Great Path Tax Services.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Other - Enrolled Agent (EA)

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY

Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Business Taxes, Career Change, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Personal Taxes


Helpful Financial Planning Resources