WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Spokane, Washington. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Spokane, Washington|
|Financial Advisor||Office Location||Phone Number|
DBA Pillar Financial Group
202 E. Spokane Falls Blvd.,
Spokane, WA 99202
Series 6, 7, 24, 65
Fee-Based, Commissions, Flat Fee, Hourly
202 E. Spokane Falls Blvd.,
WA 99202 Phone Number (509) 2413127
Chris Bafus, DBA Pillar Financial Group is a Financial Planner. He is also a Managing Partner of Pillar Financial Group. Chris was born and raised in Washington state. Chris attended WSU from 1995-1999, receiving his BA with a major in Finance. Chris began working at MetLife in 2000 as a Financial Planner. After working for a few years as a planner, Chris stepped into the role as Manager at MetLife. After managing the MetLife office for 10 years Chris decided he wanted to go back into working one on one with clients. He stepped down as manager and stepped back into the role that he knew was his calling. Chris later started seeking for a firm that more closely matched his philosophy and passion for helping people reach their financial goals. In 2015 Chris joined Commonwealth Financial Network® as an Investment Adviser Representative and opened his own independent office in Spokane, Pillar Financial Group. Chris has been married to his wife Allison for 18 years and have 3 children. Their oldest is a sophomore in high school. She plays soccer for the Varsity team and at the premier club level. Chris also has a set of twins that are 7th graders. They also play premier level soccer as well as other sports. Chris is very much involved in the community. He sits on the board for Rockwood Retirement Community where he serves on the finance committee and the Pension Committee. He also serves on the finance committee at his church.
As Investment Advisor Representatives of Commonwealth Financial Network, our SEC registered investment advisor, we work with individual and small businesses who are seeking guidance and advice about all types of financial planning issues, including: ~Envisioning and realizing your definition of a successful retirement ~Choosing an investment strategy and identifying your risk tolerance ~Understanding which Social Security choices are best for you ~Saving, spending, and achieving your specific goals ~Education planning alternatives for yourself and your children ~Risk management and insurance for you or your business ~Planning for tax efficiency at any stage of life ~Charitable giving and wealth transfer, now and in the future We appreciate your interest in Pillar Financial Group and look forward to working with you.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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