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

A Christopher Engle, CFP®

ChFC®

Partner

Growtrust Partners

979 Spaulding SE, Ste A
Ada, MI 49301
FINANCIAL ADVISOR'S WEBSITE
(866) 915-8333
+1 More Number
(616) 949-8300
CONNECT WITH A Christopher
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General

A Christopher Engle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Growtrust Partners in Ada, MI and the surrounding communities.

Financial Advisor Overview

Chris employs a client-centered, holistic approach to financial planning including strategies to help build assets, help preserve assets from risk, and transfer of those assets to the next generation. This planning is integrated with overall life goals. His clients include professionals, retirees, business owners, and their families. Business owners have benefited from Chris's experience in retirement plan design and implementation, key-employee benefit planning, and business succession planning.

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Financial Advisor Experience

Chris began his financial services career in 1994.He earned a Bachelor of Science degree in Pharmacy from the University of Wisconsin and has since earned a Fellowship in the Life Underwriters Training Council, the Chartered Financial Consultant designation from The American College, and is a Certified Financial Planner certificant. He serves on the state Board of Directors for the National Association of Insurance and Financial Advisors. He is a member of the Financial Planning Association, the West Michigan Estate Planning Council, and the Grand Rapids Chamber of Commerce CEO Roundtable.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Accredited Estate Planner

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA and SIPC.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Job Loss, Life Planning, Retirement, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources