Chris Cruz, CLU®, CFP®
Wealth Management Advisor


Round Table Associates

Professional

Forbes Best-In-State Top Financial Security Professionals 2022

Chris Cruz works hard at building long-lasting relationships as he helps clients and advisors prepare for a secure financial future. With this focus on the future, he is committed to his vision of cultivating new leaders and encouraging others to think big.

Northwestern Mutual Awards Banquet photo

 Since 2015, Chris has been operating as one of the top Growth and Development Directors in the company, shaping others into leaders and well rounded advisors. Beginning in 2023, Chris is appointed to take over the Managing Director role of the largest producing district network office at Northwestern Mutual.

Professional

In 2018, Chris saw the value of working through a team and founded the RoundTable Associates wealth management firm. Lead by Chris, they have been able to bring over an average of 40+ million of new assets each year. Their advisors consist of Lives Leaders Summit and Forum producers alongside a phenomenal team that help them execute their vision.

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification, 2013
  • Chartered Life Underwriter designation® (CLU®), 2013

Awards & Recognition

  • Forbes Best In-State Top Financial Security Professional, 2022
  • #1 Growth & Development Director at Northwestern Mutual, 2020 - 2022
  • Forum Qualifying Member, 2017 - 2022
  • Lives Leaders Summit Qualifier, 2013 - 2022
  • Million Dollar Round Table Qualifying Member (MDRT), 2015, 2018
  • National Associate of Insurance & Financial Advisors Quality Award, 2014, 2015
  • Top 10 Mike Gish Award, 2013

Education

Chris obtained his Bachelor of Science in Economics with a minor in Business from Texas A&M.

 

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