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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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

33 N Dearborn St STE 1000 Chicago, IL 60602-3293 Phone: (312) 373-9265 Fax: 312-373-9265 (Same as Phone #)
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