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Broker Affiliation: BAR Financial by Cetera
Languages: English
My approach is to find out what is most important to you and work in partnership with you to get you to where you want to be. Life is a journey and not a straight line. It's the hills and valleys that we work together to find solutions that work for you.
AAPI, Black Americans, Business Owners, Executives, GenX, Government & Military, High Earning First Generation, Latino, LGBTQ+, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement
Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Disaster Recovery, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, First Job and Career Entry, Funding Education, Getting Married and Starting a Family, Identity Theft or Bankruptcy, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
Chris Zuck brings many years ofexperience guiding families, small businesses, trusts, and estates. She takes the time to know each client and understand their unique financial journey. This understanding helps her to ensure that financial milestones are on track and unforeseen problems are recognized to work towards a successful outcome. Chris was raised in Minneapolis, MN, graduated from Augsburg University with a degree in Finance and Business Management. She holds Series 7, 63, 65 & 24 Registrations and is Life Insurance licensed in several states. She also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary (AIF®), and Certified Exit Planning Advisor (CEPA®) designations. In her spare time Chris enjoys spending time with her adult children, traveling, crafting, DIY, live music, and long walks.
BAR Financial by Cetera is a region of Cetera Wealth Services LLC. The office number is 763-315-8000. Chris Zuck is a Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.