Chris Estevez Email & Phone Number
Certified Financial Planner First Vice President Financial Advisor @ RBC Wealth Management
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Chris Estevez Location
- Florham Park, NJ, US
Chris Estevez Work
- Certified Financial Planner First Vice President Financial Advisor @ (February 2004 - Present)
- Assistant Vice President Financial Advisor @ (October 1999 - February 2004)
- Financial Services Representative @ (September 1997 - September 1999)
Chris Estevez Education
- Pace University
Bachelor of Business Administration (Finance)
1986 - Fairleigh Dickinson University
- State
Chris Estevez Skills
- Leadership
- Estate Planning
- Financial Advisory
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Finance
- Series 6
- 401k
- Asset Allocation
- Strategic Planning
- Strategy
- Financial Services
- Wealth Management
- Equities
- Life Insurance
- Uniform Combined State Law
- Strategic Financial Planning
- FINRA
- Business Planning
- Risk Management
- Long Term Care Insurance
- Small Business
- Municipal Bonds
- Retirement
- Series 65
- Series 7
- Employee Benefits
- Securities
Chris Estevez Summary
- Chris Estevez, based in Florham Park, NJ, US, is currently a Certified Financial Planner First Vice President Financial Advisor at RBC Wealth Management. Chris Estevez brings experience from previous roles at Morgan Stanley and Jpmorgan Chase & Co.. Chris Estevez holds a Bachelor of Business Administration in Finance @ Pace University. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Insurance, Retirement Planning and more. Chris Estevez has 1 emails and 2 mobile phone numbers on RocketReach.
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