Chris Cruz, CLU®, CFP®
Wealth Management Advisor


Round Table Associates

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Your vision. Your future. Your circle of trust.

None of us can predict the future.  The best we can do is prepare for it – with a plan that anticipates the risks we are likely to face, prepares us for the challenges we need to overcome, and identifies the opportunities we need to seize. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success.  I can help you create a plan based on your values that addresses your dreams for the future.

Team
 

Listen to Chris speak about closing the wealth gap with underserved demographics

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

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