Christopher Walczak Email & Phone Number
Senior Advisor and Shareholder @ HB Wealth
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Christopher Walczak Location
- Columbia, MD, US
Christopher Walczak Work
- 2025 -now Senior Advisor and Shareholder @
- 2023 -2025 Managing Director, Senior Advisor, and Shareholder (WMS Partners) @
- 2022 -2023 Principal, Sr. Financial Advisor, and Shareholder (WMS Partners) @
- 2019 -2022 Principal and Sr. Client Advisor (WMS Partners) @
- 2018 -2019 GenSpring Wealth Strategist @ GenSpring - SunTrust Private Wealth
- 2006 -2019 Family Wealth Advisor @ GenSpring - SunTrust Private Wealth
- now Board Member @
Christopher Walczak Education
- Ridgewood High School
Bachelor of Arts, Economics
- University of Maryland College Park
- University of Maryland
(Financial Planning Coursework)
Christopher Walczak Skills
- Wealth Management
- Estate Planning
- Retirement Planning
- Strategic Financial Planning
- Financial Planners
- Wealth
- Financial Advisory
- Financial Services
- Certified Financial Planner
- High Net Worth Individuals
- Asset Allocation
- Alternative Investments
- Investment Advisory
- Risk Management
- Financial Modeling
- Tax
- Investment Management
- Investments
- Portfolio Management
- Asset Management
Christopher Walczak Summary
- Christopher Walczak, based in Columbia, MD, US, is currently a Senior Advisor and Shareholder at HB Wealth. Christopher Walczak brings experience from previous roles at HB Wealth and GenSpring - SunTrust Private Wealth. Christopher Walczak holds a Bachelor of Arts, Economics @ Ridgewood High School. With a robust skill set that includes Wealth Management, Estate Planning, Retirement Planning, Strategic Financial Planning, Financial Planners and more. Christopher Walczak has 2 emails and 1 mobile phone numbers on RocketReach.
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Top HB Wealth Employees
Kyle Glenn
Chief Operating Officer
Atlanta, GA, US
Andy Berg
Chairman of the Board
Atlanta, GA, US
Jamie Hennessy
Chief Financial Officer, Shareholder
Atlanta, GA, US
Bryan Lopez
VP, Finance
Columbia, MD, US
Josh Rowe
Managing Director
Baltimore, MD, US
Michael Landsberg
Partner
Atlanta, GA, US
Travis McKinney
Chief Compliance Officer
Atlanta, GA, US
Abbey Flaum
Partner, Family Wealth Strategist
Atlanta, GA, US
Sean Maguire
Managing Director
Tampa, FL, US
Laura Carr
Chief People Officer
Towson, MD, US
Tony King
Managing Director, Shareholder
Baltimore, MD, US
Thomas Carroll
CEO and President
Atlanta, GA, US
Joel Houck
Chief Investment Officer
Washington, DC, US
Todd Wickwire
Managing Director
Washington, DC, US
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