CERTIFIED FINANCIAL PLANNER™ | CFP® (Financial Planning and Services)
Georgia Institute of Technology
Bachelor of Science (B.S.) (Industrial Engineering)
Christopher Cushman Skills
Leadership
Estate Planning
Financial Advisory
Client Interfacing Skills
Series 63
Income Tax
Personal Tax Planning
Charitable Trusts
Estate Tax Planning
Tax Planning
Retirement Planning
Financial Planning
Investments
Process Improvement
Investment Management
Strategic Planning
Investment Advisory
Return on Investment
Financial Services
Wealth Management
Life Insurance
Charitable Gift Planning
Microsoft Office
Strategic Financial Planning
Charitable Giving
Investment Strategies
Key Person Insurance
Helping Clients Succeed
Financial Analysis
Series 7
Strategic Consulting
Management
Project Management
Insurance Planning
Business Owner Planning
RIA
Philanthropy
Key Person Protection
Christopher Cushman Summary
Christopher Cushman, based in Alpharetta, GA, US, is currently a Registered Representative at The Strategic Financial Alliance, Inc.. Christopher Cushman brings experience from previous roles at Legacy Planning Advisors, LLC. - Atlanta. Christopher Cushman holds a CERTIFIED FINANCIAL PLANNER™ | CFP® in Financial Planning and Services @ Emory University. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Client Interfacing Skills, Series 63 and more. Christopher Cushman has 1 emails and 2 mobile phone numbers on RocketReach.
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