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
Forbes Best-In-State Top Financial Security Professionals 2022

Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.


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

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

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