1881 Oak Branch Way,
Chris founded Allegro Wealth Advisors to deliver independent, comprehensive advice without the constraint of external corporate pressure. He has been in the insurance and financial industries since 2004 and has been securities licensed since 2013. Chris holds two prestigious designations. AWMA®: Accredited Wealth Management AdvisorSM , which means he focuses on behavioral finance and planning for business owners and business succession. CIMA: Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals, and is the highest level of advanced investment education for client-facing advisors.
Outside of the office, Chris is a devoted husband and father of four. He volunteers through the Knights of Columbus, a Catholic service organization. Sings and plays guitar in church choir at St Stephen's. He also enjoys playing guitar, scuba diving, and barbecuing on the back deck.
**This award was issued on November 1st, 2022 by Five Star Professional (FSP) for the time period December 13th 2021 through November 1st, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or nondiscretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 3,285 Atlanta-area wealth managers were considered for the award; 263 (8% of candidates) were named 2022 Five Star Wealth Managers. 2021: 3,254 considered, 265 winners; 2020: 3,314 considered, 268 winners; 2019: 3,197 considered, 285 winners; 2018: 3,248 considered, 287 winners; 2017: 2,378 considered, 301 winners; 2016: 2,210 considered, 526 winners; 2015: 3,620 considered, 546 winners; 2014: 4,433 considered, 560 winners; 2013: 2,852 considered, 592 winners; 2012: 2,660 considered, 607 winners