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Chris Burmeister, Financial Advisor

FINANCIAL ADVISOR
Chris Burmeister

CFP®, AAMS™
10706 NW Lakeshore Ave, Suite 106, Vancouver, WA 98685opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Special Needs Financial Considerations

About Chris

My goal is to produce and provide financial wellness. I partner with my clients to develop close relationships and help them be confident in their decisions and reach their financial goals. I am able to do so by developing a team mentality, providing authentic interest and care, and optimizing the numerous options and strategies available to us.

I come from a long background in hospitality and creative development. Through my years of working alongside different teams, serving guests and partnering with owners and operators, I have learned that we all share two values. Those values are that we all want...

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • San Diego State UnivBachelors

Team Members

  • Heather Mattole
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(360) 839-2529

Fax

(833) 510-1614

Office Address

10706 NW Lakeshore Ave
Suite 106
Vancouver, WA 98685opens in a new window

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