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    Cfp® Chris Waetzig

    Senior Advisor at Moss Adams

    Chris Waetzig is a Senior Advisor in Wealth Management at Moss Adams, where he specializes in preparing middle-market business owners for the transition of their businesses through detailed personal financial modeling. He holds the Certified Financial Planner (CFP®) designation and is also a Certified Public Accountant (CPA).

    Education and Background

    Waetzig earned his Master's degree in Accountancy and a Bachelor's degree in Business Administration from Gonzaga University. His expertise lies in wealth planning, tax strategies, and investment considerations tailored for business owners.

    Professional Role

    At Moss Adams, Waetzig focuses on comprehensive financial strategies that aid clients in navigating significant business transitions. He has been recognized for his contributions to the firm, recently becoming one of the new partners at Moss Adams.15

    Online Presence

    He actively shares insights on financial planning and investment strategies through his LinkedIn profile, where he engages with a community interested in wealth management and tax planning.234

    Related Questions

    What are Chris Waetzig's main responsibilities at Moss Adams?
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    What makes Chris Waetzig's approach to business transition planning unique?
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    Cfp® Chris Waetzig
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    Location

    Portland, Oregon Area