Chris Blodgett's Location
California, United States
Chris Blodgett's Work
- Sr. Financial Planner - Founder @ Crescent Capital Planning
- Investment Advisor Representative @ Cetera Advisors LLC
- Financial Planner - Partner @ CU Financial Partners, LLC
- Investment Advisor Representative @ Foothill Securities, Inc.
- Registered Representative @ CUNA Mutual Group
Chris Blodgett's Education
- The American College of Financial Services
Chartered Financial Consultant® Candidate
2024 - 2025 - University of California, Santa Cruz
Financial Planning Certificate Program
2015 - 2017 - San Jose State University
Bachelor of Science (B.S.)
2000 - 2008
Chris Blodgett's Skills
- Comprehensive Planning
- Goal Based Planning
- Retirement Income Strategies
- Life Insurance
- Long Term Care
- Annuities
- Asset Allocation
- Portfolio Analysis
- Alternative Investments
- IRAs
Chris Blodgett's Summary
Chris Blodgett, based in California, United States, is currently a Sr. Financial Planner - Founder at Crescent Capital Planning LLC, bringing experience from previous roles at Cetera Advisors LLC, CU Financial Partners, LLC, Foothill Securities, Inc. and CUNA Mutual Group. Chris Blodgett holds a 2024 - 2025 Chartered Financial Consultant® Candidate @ The American College of Financial Services. With a robust skill set that includes Comprehensive Planning, Goal Based Planning, Retirement Income Strategies, Life Insurance, Long Term Care and more, Chris Blodgett contributes valuable insights to the industry. Chris Blodgett has 5 emails and 1 mobile phone number on RocketReach.
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Chris Blodgett
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