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Photo of Chris Buck, CFP®, CeFT®

Chris Buck, CFP®, CeFT®

Regional Manager and Financial Strategist

With 30 years of financial planning experience, Chris Buck manages our Dayton, Ohio advisory and service teams. Chris is responsible for managing existing client relationships, formulating and implementing advice, as well as developing new client relationships. He is also a member of our Financial Autonomy Specialized Practice Group.

Licensing and Education

  • Certified Financial Transitionist certification (CeFT®)
  • Bachelor of Science in Business, Wright State University

Accomplishments and Honors

Chris is a Five Star Wealth Manager Award recipient and member of the Sudden Money Institute. He also serves as treasurer of the local Estate Planning Council chapter. In the past, he has served as an Adjunct Professor of CFP® courses for Cedarville University, Kaplan Schweser, and The College for Financial Planning.

Community Involvement

In his free time, Chris enjoys spending time outdoors camping, hiking, and playing golf. He plays the electric bass guitar and is an avid sports fan rooting on his favorite teams – the Minnesota Vikings, The Ohio State Buckeyes, and the Cincinnati Reds. Chris and his wife Jenny have three daughters.

Selected Resources

Chris’s Articles
I Stock 1223929743 negotiations CJB USE for blog

Negotiation Skills: The Key to Unlocking Better Salaries, Contracts, Prices

Negotiation skills are essential in many aspects of life, from job interviews and salary negotiations to purchasing a car or negotiating contracts with vendors. By learning how to negotiate effectively, you can increase your income and savings, as well as improve your overall confidence and communication skills. Learn more.

Read More
A women smiling in an office, meeting with a client.

Expect to Leave Invigorated.

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