Chris Kichurchak, CRPC®

Chris Kichurchak, CRPC®

Vice President

Phone: 216.447.9318 x105
Fax: 866.941.5850
E-mail:

Chris Kichurchak began his career in the financial services industry after graduating from Bowling Green State University with a BSBA in Financial Economics. He has built his reputation and practice developing planning and asset management strategies for individual, corporate, and trust clients.

Chris is a Chartered Retirement Planning Counselor and a Million Dollar Round Table qualifier, placing him in the top 1% of all advisors nationwide.  He believes that the foundation of his success lies in his ability to understand the needs of the individual.  Chris has also devoted years of service to various local and community organizations including the Estate Planning Council of Cleveland, the Society of Financial Services Professionals, and the Financial Planning Association of Cleveland. In business, Chris has had the honor of being a member of the Entrepreneurs' Organization (EO).

Chris works with businesses and individuals to develop strong wealth management strategies, focusing on concise financial solutions and relationships built on trust. Chris has experience developing and successfully implementing financial strategies that encompass each step of his client's financial life cycle. Chris offers personalized solutions for:

- Asset Optimization
- Retirement Planning
- Corporate Cash Management
- 401(k) Plan Design and Asset Management
- Business Transition Planning
- Risk Management and Wealth Preservation

On a personal note, Chris currently resides in Hinckley, Ohio with his wife Anne, daughters Lilly and Samantha, and their two dogs.