Cris Wallace, CERTIFIED FINANCIAL PLANNER®

Cris Wallace, CERTIFIED FINANCIAL PLANNER™

Christian Wallace

Financial Advisor

Retirement is an exciting time – and Christian is on a mission to help his clients make the most of it. He has a passion for the entire retirement planning process, from the first meeting and creating a plan to implementing strategies and adjusting them as life changes. Above all, he wants to make sure his clients can retire worry-free and experience joy in their later years.

Christian holds his life and health insurance licenses and has passed the Series 65 securities exam. As an advisor, he also draws on the skills he gained through his studies at the University of Tennessee at Chattanooga, where he pursued a bachelor’s in communications and a minor in business.

Christian credits his dad, Cris, and mom, Jen, with helping him become the man he is today. His family also includes his twin brother, Caleb, his younger sister, Ellery, and his two dogs: a Boston terrier named Rosie and a blue cane corso named Nala. Outside the office, Christian enjoys the outdoors and playing basketball. He also loves listening to music, especially rock, soul and rhythm and blues.

Insurance products are offered through the insurance business WG Financial Group. WG Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products.  The insurance products offered by WG Financial Group are not subject to investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. WG Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm. Your Retirement Matters on WVNN & WBHP are paid placements. 1897462-1/24