As the owner and president of WG Financial Group, Cris Wallace is a Chartered Financial Consultant® who has a passion for serving others and helping his clients realize their financial goals.
Since 2005, Cris has helped families and individuals create financial strategies for the days ahead. He places a heavy emphasis on holistic financial and retirement planning and uses some of the best industry-leading software to help guide clients to and through retirement. According to Cris, an IRA or 401(k) statement is not a financial plan — a true holistic financial and retirement plan covers more than just investments.
Prior to entering the financial planning industry, Cris spent 18 years in manufacturing, including six years as a plant manager in the automotive and consumer plastics industry. That experience enables him to relate to many hardworking families. What’s more, Cris is very driven and goal-oriented, and is always striving to reduce cost and enhance the lives of others. And he’s not afraid of hard work.
In May 2015, Cris received his certificate in financial planning from Louisiana State University, and in 2016, he successfully passed the required courses to become a Chartered Financial Consultant®. Cris holds life insurance licenses in Tennesee, Alabama, Georgia, North Carolina, Virginia, Kentucky and Colorado. Cris also is a Candidate for CFP® Certification and is enrolled at Middle Tennessee State University.
As an Investment Adviser Representative and Chartered Financial Consultant®, Cris holds a fiduciary status, which means he is legally bound to act in the best interest of his clients. Cris enjoys assisting clients with legacy planning and helping them use tax-efficient strategies. In addition, Cris and his team work in concert with attorneys and CPAs to help clients prepare for retirement with confidence.
Enter your information below to request this kit including three separate guides that address several retirement topics.