Chris Cates
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus at Rbc Wealth Management
Based in Albuquerque, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Albuquerque
Industry
Financial Services
Company size
8.3K
Contact information
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c•••••••@rbcwealthmanagement.com
Phone
5 credits+1 ••• •••• ••••
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Background
About Chris Cates
I have been in the financial services business since 1997. My focus is to help individuals and business owners with comprehensive wealth planning and portfolio management. My work includes a detailed and disciplined investment management process as well as retirement, education, insurance, and estate planning. Additionally, I work with business owners in establishing and managing employer-sponsored retirement plans. My ultimate goal is the creation of financial security for my clients. Specialties: Retirement income planning, custom portfolio design & management, advanced asset allocation strategies, retirement plan consulting Chris is a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Plans Specialist℠. Chris holds his Series 7, Series 63, and Series 65 licenses. Chris is also insurance licensed in the state of New Mexico.
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