Christopher Jones (BS, CFP®)

Christopher Jones focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Medical Professionals
  • Professional Athletes or Entertainers
  • Women's Financial Planning Issues

Planning Specialties

My background in management consulting has helped me to understand the unique challenges faced by entrepreneurs, medical professionals, and corporate executives.  I also enjoy working with retired couples.

Additional Information

Professional Experience

Christopher M. Jones provides investment management and fee-only financial planning services for a range of clients nationwide. Mr. Jones advises individuals and families on goal setting, cash flow issues, tax planning, education funding, retirement planning, insurance needs, estate planning, and investing.

Before entering the financial planning field, Mr. Jones was a management consultant for Monitor Company, a top-tier strategy consulting firm with global headquarters in Cambridge, MA. While at Monitor Company, Mr. Jones identified and structured corporate strategies for many Fortune 500 clients.

Affiliations

  • Economics Advisory Board for UNLV Department of Economics

  • Leadership Las Vegas Class of 2014

  • East Penn School District (former School Director)

  • Lehigh Valley Zoological Society (former Board member)

Education

Mr. Jones is a Certified Financial Planner practitioner.  He completed the CFP Professional Education Program from the College for Financial Planning in 2000.

Mr. Jones graduated from Brigham Young University in 1997 with a B.S. in Economics and a minor in Business Management.  He graduated in the top 1% of his class (summa cum laude).  Mr. Jones was also the recipient of a BYU Trustee’s Scholarship, which paid for all of his college tuition.

Fun Facts

Chris enjoys hiking, cycling, swing dancing, snowboarding, and table tennis.

NAPFA Start Date

June 27, 2001

Industry Start Date

July 01, 1999

This Office

10080 Alta Dr Ste 160 Las Vegas, NV 89145-8728 Phone: (702) 800-6472 Fax: (877) 330-9191