Chris Cruz, CLU®, CFP®
Wealth Management Advisor

Round Table Associates


Northwestern Mutual Awards Banquet photo

Chris Cruz works hard at building long-lasting relationships as he helps clients prepare for a secure financial future. He's committed to providing world-class insurance products and internationally recognized investment services, adding value through his knowledge and experience.


Chris graduated from Carrollton Christian Academy and obtained his Bachelor of Science in Economics with a minor in Business from Texas A&M.

Associations & Memberships

Chris is a member of the National Association of Insurance and Financial Advisors (NAIFA); he joins 70,000 professional advisors in promoting ethical and sound business skills.

NAIFA is a national nonprofit organization representing insurance and financial advisors nationwide through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Awards & Recognition

National Associate of Insurance & Financial Advisors Quality Award of 2014 Award recognizes commitment to excellence in Service to clients & industry.

Top 10 Mike Gish Award for 2013

Achieved the CERTIFIED FINANCIAL PLANNERTM professional certification in 2013

Acheived the Chartered Life Underwriter designation in 2013

Million Dollar Round Table, 2015

Awards and Recognition


Million Dollar Round Table Qualifying Member 2015, 2018

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


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