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portrait of Christopher McDaniel
FINANCIAL ADVISOR

Christopher McDaniel

CFP®, AAMS™
4830 Highway 260 Ste 101, Lakeside, AZ 85929opens in a new window
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About Christopher

As an experienced financial advisor, I enjoy the opportunity to get to know each of our clients personally and understand what's important to them. Many people facing retirement lack a strategy on how to spend down their assets and account for uncertainties. A lot of clients want to ensure they can retire on their own terms and keep their life style. We use an established process to build personalized strategies that help clients achieve their goals and retire with confidence. We partner throughout our clients lives to help keep them on track.

The amount of trust each client places with us...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Business Retirement Plans

Work History

  • Edward JonesSeptember 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Northern Arizona UniversityBachelor of Science

Personal Interests

  • Skiing
  • Rock Climbing
  • Camping
  • Hiking
  • Record Collecting

Team Members

  • Jeanne Rova
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

Phone

(928) 537-4821

Fax

(866) 276-1753

Office Address

4830 Highway 260 Ste 101
Lakeside, AZ 85929opens in a new window

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