Sign In
Get Clay Free →

Suggestions

    Chris Meehan

    Trusted Financial and Insurance Advisor. Let's plan and protect your financial future together.

    Chris Meehan is a Financial Planner and Insurance Advisor at Assante Wealth Management.13 He holds an MBA with a focus in finance, a BBA, and is a Certified Financial Planner (CFP).13 Meehan has been working at Assante Wealth Management since 2017, specializing in wealth management for business owners and professionals.3

    As part of the Willems Wealth Planning Group at Assante, Meehan contributes to a team that offers comprehensive financial planning services, including investments, tax planning, retirement planning, will & estate planning, and insurance coverage.1 He is known for his entrepreneurial background and values integrity in his work, aiming to provide peace of mind for his clients.1

    Meehan is particularly noted for his active approach to wealth management. He emphasizes critical thinking and has demonstrated a willingness to adjust investment strategies based on market conditions, as evidenced by his defensive repositioning of investments at the end of 2021.2 His clients have praised his attentiveness, proactive approach, and ability to explain complex financial concepts clearly.2

    In addition to his role at Assante, Meehan has experience in crypto investments and has helped clients navigate this area of finance.2 He is described by clients and colleagues as trustworthy, knowledgeable, and committed to helping his clients grow and protect their wealth.2

    Highlights

    Chris Meehan, CFP, MBA, PMP, BBA | Associate Financial Advisor
    Chris Meehan, CFP, MBA, PMP, BBA | Associate Financial Advisor

    Related Questions

    What specific services does Chris Meehan offer at Assante Wealth Management?
    How long has Chris Meehan been working at Assante Wealth Management?
    What are some notable achievements or success stories involving Chris Meehan?
    How does Chris Meehan's background in finance and business contribute to his role as a financial advisor?
    What is Chris Meehan's approach to financial planning for business owners and professionals?
    Chris Meehan
    Chris Meehan, photo 1
    Chris Meehan, photo 2
    Add to my network

    Location

    British Columbia, Canada