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Chris Nagle, Financial Advisor

FINANCIAL ADVISOR
Chris Nagle

CFP®, ChFC®, RICP®, CLU®
7761 Shaffer Pkwy, Suite 103, Littleton, CO 80127opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings

About Chris

Originally from Boston, I bring over 20 years’ experience in corporate branding, business strategy and financial management. As a financial advisor with over 10 years' experience in financial services, my practice specifically focuses on pre-retirement, retirement and legacy planning. I'm excited to work with mid-career professionals and their families to make insightful financial decisions today that best position their future retirement. I also work with later stage career professionals who are nearing retirement as well as those already in retirement to develop strategies that provide retirement income, manage risk and care for future generations.

Our team process is consistent: We begin...

Work History

  • Edward JonesMarch 2023 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • RICP®

    Retirement Income Certified Professional®

  • CLU®

    Chartered Life Underwriter®

Education

  • CA State Univ-FullertonMaster of Business Admin
  • Stonehill CollegeBachelor of Arts

Send Me a Message

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Office Information

Phone

(303) 948-7005

Fax

(866) 462-3320

Office Address

7761 Shaffer Pkwy
Suite 103
Littleton, CO 80127opens in a new window

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