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Chris Tuttle is a CERTIFIED FINANCIAL PLANNERTM (CFP®) certificant who also holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP) designations from The American College.
Chris earned a Master in Business Administration (MBA) from New York University and is an Enrolled Agent (EA) licensed at the federal level with the Internal Revenue Service.
Chris has taught CFP® education base modules and Exam Prep courses, both virtually and live, for the College for Financial Planning and its predecessor firms, Kaplan and Dearborn, since 2005. He has traveled extensively for CFFP/Kaplan for many years, teaching in numerous cities across the country for their corporate clients, including banks, trust companies, and asset management firms.
Chris and his CFA partner own a corporate Registered Investment Advisor (RIA) firm that specializes in fee-based comprehensive financial planning for HNW clients domestically and abroad.
Chris is a life member of the Million Dollar Round Table (MDRT) for professional life insurance agents and a current member of the Estate Planning Council of New York.
