Christopher Long (CFP®, MBA)

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

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Long & Associates offers both Full Financial Plans and Financial Reviews.

Full Financial Plan is best for clients who:

  • Have financial assets (including 401k plans) of >$250,000 and/or incomes >$200,000
  • Want a thorough review of their financial situation including:
    • Cash Flow
    • Investments
    • Estate Planning
    • Insurance
    • Retirement Scenarios
    • College Planning
    • Mortgages/Home Purchase Plans
    • What-if scenarios and understanding the trade-offs between short-term and long-term goals
    • Written Recommendations
    • Assistance with implementing recommendations
    • Ongoing assistance and support
    • Pro-active plan reviews
    • Asset Management
  • Want to delegate some of the execution of their investment management to a trusted advisor
  • Want a long-term relationship with a financial advisor

Personal Planning
Financial Review is best for clients who:

  • Have financial assets of <$100,000 or incomes of <$150,000
  • Want a quick review of their investments, cash flow, estate planning, and insurance.
  • Are willing to execute the recommendations themselves.
  • Are willing to take notes during our meeting and do not need written recommendations. 

Additional Information

About Chris Long, CFP® NAPFA Registered Financial AdvisorTM

 Formal Education

  • BA Yale University
  • MBA Stanford University

Designations

  • Certified Financial Planner ® (CFP®)
  • NAPFA Registered Financial AdvisorTM
  • Long & Associates is a Registered Investment Advisor

Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    • Served as National Board Member
    • Served as Midwest Region Chair, President
    • Chair of first NAPFA Investments Conference
    • Chicago Study Group LeaderVistage International — Voted Member of the Year, 2008 by his Vistage Group
  • The Crossroads Fund — Board Member, Finance Committee Member
  • Sarah's Circle — Served as Board Member, Finance Committee Member
  • Profit Sharing/401k Council of America Member

Press (partial list)

  • Wall Street Journal
  • Chicago Tribune
  • Money Magazine
  • BBC.com
  • ABC7-TV
  • CBS2-TV
  • Black Enterprise Magazine
  • Ladies Home Journal
  • WGN-AM Radio — Chicago

NAPFA Start Date

August 29, 2002

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This Office

17 N State St Ste 1700 Chicago, IL 60602-3293 Phone: (312) 373-9265 Fax: 312-373-9265 (Same as Phone #)