Chris Beesley Email & Phone Number
Partner | Managing Director @ Creative Planning
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Chris Beesley Location
- Boise, ID, US
Chris Beesley Work
- 2023 -now Partner | Managing Director @
- 2017 -2023 Wealth Manager @
- 2014 -2017 Vice President | Sr. Wealth Advisor @
- 2008 -2014 Sr. Investment Counselor @
- 2005 -2008 Sr. Investment Consultant @
Chris Beesley Education
- Bryant University
CFP® Certification Curriculum
- Western Governors University
MBA
- University of Utah
Bachelor's degree
Chris Beesley Skills
- Asset Management
- Portfolio Management
- Strategic Financial Planning
- Financial Analysis
- Financial Services
- Relationship Management
- Finance
- Life Insurance
- Customer Service
- Investments
- Leadership
Chris Beesley Summary
- Chris Beesley, based in Boise, ID, US, is currently a Partner | Managing Director at Creative Planning. Chris Beesley brings experience from previous roles at Creative Planning, Zions Capital Advisors, Fisher Investments and Fidelity Investments. Chris Beesley holds a CFP® Certification Curriculum @ Bryant University. With a robust skill set that includes Asset Management, Portfolio Management, Strategic Financial Planning, Financial Analysis, Financial Services and more. Chris Beesley has 2 emails and 2 mobile phone numbers on RocketReach.
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