Christopher G. Fines CFP®, RICP®
I am the Managing Partner of Community Financial Group and have over 20 years of experience in the financial services industry.
My main role is to help my clients achieve their goals and deliver them a confident future. We do this by focusing on retirement planning and wealth management, helping clients know if they are on track and allocating their investments as efficiently as possible.
In 2023 I was proud to be named 47th on AdvisorHub’s nation-wide list of 100 Advisors to Watch [https://www.advisorhub.com/advisors-to-watch-under-1b-2-2023/]. It is a list that recognizes advisors who have “…assembled efficient and productive teams that have achieved scale without compromising their level of service...” This recognition is a testament to the team we have assembled at Community Financial Group, all of which come to work every day to deliver a confident future to our clients.
Obtaining the CERTIFIED FINANCIAL PLANNER™ professional designation in 2008 helps me better serve the needs of my clients. The CFP® comes with extensive training in financial planning, estate planning, insurance, investments, employee benefits, retirement planning and the CFP® Board’s Code of Ethics and Standards of Conduct.
I have also earned the Retirement Income Certified Professional (RICP®) designation from the American College. The RICP® educational curricula is the most complete and comprehensive program available to financial professionals looking to help their clients create a sustainable retirement income, from retirement portfolio techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits, and determining the best Social Security claiming ages.
As a member of the Financial Planning Association (FPA) I stay up to date on the latest research and ideas in the financial planning industry.
Before joining Equitable Advisors, I spent four years at Union Bank & Trust and Union Bankshares (now Atlantic Union Bank) working in commercial loan credit analysis and marketing. I graduated from Mary Washington College in 1999 with a degree in Business Administration.
During my time in banking, I wasn’t inspired by the rallying cry of “increasing shareholder value.” I thought I’d be more inspired by sitting across from real people and helping them realize their dreams. Turns out I was right!
When I’m not working I enjoy spending time with my wife and four children, exercising, reading, and travelling.
