Chris Hadjiyianni, CExP, CFP, EPC
Certified Exit Planner
It is Chris’ passion to help his business owner clients succeed both financially and personally
He creates a financial foundation for their future by providing advice and recommendations to help them transition out of their business successfully. He will also design retirement, tax and estate plans to ensure that assets are organized in a tax efficient manner and family members are protected in the future.
As a Certified Financial Planner (CFP®) and Certified Exit Planner, Chris has over 45 years of experience in managing finances for high net worth families and businesses in the community. He also specializes as an Elderly Planning Counselor (EPC) to assist families in navigating that stage of life.
Chris is also about giving back to the community. In addition to sponsoring World Vision and Operation Smile, he is the founder and serves on the board of a K-W community organization in support of affordable housing. He has climbed Mt Kilimanjaro to raise funds for the Make-A-Wish Foundation and is a part of a community development project in Honduras.
Chris and his wife Rhoda have two grown children and three grandchildren and in their spare time love to travel.
Chris has over 45 years of experience in managing finances for high net worth families and businesses in the community.