About Chris

Chris Buckley, CIMA^®, SE-AWMA^®

Founder

Chris founded Allegro Wealth Advisors with a mission to provide musicians and creative professionals with independent, comprehensive financial advice, free from corporate constraints. With over 20 years in the financial industry, including securities licensing since 2013, Chris understands the unique financial challenges that musicians face—from fluctuating income to planning for long-term success.

Chris holds three prestigious certifications that set him apart:

AWMA® (Accredited Wealth Management Advisor ^SM): Specializing in behavioral finance and business succession, Chris helps musicians navigate the complexities of their finances, whether they’re solo artists or running their own creative enterprises.
SE-AWMA^® (Sports and Entertainment Accredited Wealth Management Advisor ^SM): Chris is certified in navigating the wealth management challenges faced by the unique and growing number of clients and families in the sports and entertainment industries.
CIMA® (Certified Investment Management Analyst®): As a CIMA® designee, Chris has mastered advanced portfolio construction techniques, providing the highest level of investment guidance to help musicians grow and protect their wealth.

Outside of his financial planning work, Chris is a devoted musician, husband, father of four, and an active member of his community. He volunteers with the Knights of Columbus, directs, sings and plays guitar in his church choir, and enjoys guitar playing, writing music and singing, scuba diving, and grilling on the back deck.

Chris combines his passion for music with his expertise in wealth management to help musicians secure their financial future while they focus on their craft.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Kevin Fry

Executive Assistant

404-600-1833

KFry@allegrowealth.com

Kevin brings over 10 years of US Navy, 20+ years of Administrative, 10+ years of Executive Assistance, and nearly 15 years of Project Management experience to Allegro Wealth along with his passion for technology, cats, music, and choirs. He lives in Lawrenceville, GA.

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**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