(20 Total References)
Christopher Krell â€” Cassaday & Company, Inc.
Washingtonian honors Christopher Krell as a Top Financial Advisor in 2016.
was named to Financial Times'
2015 list of the "Top 400 Financial Advisors."
ranked Christopher Krell
#6 on its list of the "Top 50 NextGen Independent Advisors
" in the United States for the past two years.
was named by Northern Virginia Magazine
as a "Top Financial Professional" from
By: Christopher Krell
Christopher is a Principal at Cassaday & Company, Inc. and has been with the firm since 1997.
personally assists his
clients by carefully listening to their needs, engaging them in insightful dialogue and educating them about their financial situations.
By embracing a model of integrated wealth management, Christopher
clients through the complexities of personal finance-including investments, estate planning, taxes, cash flow generation, insurance and more-to create truly comprehensive and well thought-out financial plans.
has established himself as a dedicated financial planner for professionals and small businesses and specializes in multigenerational counseling and cash flow generation.
offers a boutique feel to his
clients, aiming to provide such excellent service that each client feels as if they are his
By limiting the number of clients that he
is able to focus on achieving a deeper level of financial counseling.
Serving as the center of gravity for his clients, he leads wealth summits with their other dedicated financial professionals including estate planners, insurance agents, accountants and various attorneys to address all areas of personal finance so that his clients can take advantage of every available opportunity.
Currently, Christopher's minimum account size that he
oversees for his
clients is $1,000,000.
"If the client has a question that involves a dollar sign, then I like to be able to counsel them with their options and help them make informed, educated decisions," Christopher
"Moreover, I make sure that all of these areas are properly dovetailed with one another as if it were a case study out of a financial planning textbook."
has provided commentary to numerous media outlets, such as the New York Times
, Boston Globe
, The Washington Post
, The Washington Times
, and Viva Tysons Magazine
also had his
own column, "Money Matters", in the Loudoun Times Mirror.
Initially responsible for developing the research process that currently shapes the research department, Christopher
now oversees all of the firm's bond investments.
He is a voting member of Cassaday & Company's Strategic Investment Council and a senior member of the Investment Policy Committee (IPC), which develops the firm's overall investment selections and policies.
Christopher is a graduate of the Pamplin College of Business School at Virginia Polytechnic and State University (VA Tech), and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a professional designation he attained through Georgetown University's Executive Certificate in Financial Planning program, and a Certified Fund Specialist (CFS).
Christopher is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Royal Alliance Associates, one of the largest independent broker dealer firms in the country, and holds the Series 7 and Series 66 securities registrations.
Outside of Cassaday & Company, Inc.
provides volunteer financial counseling to low income, elderly individuals in the Northern Virginia area.
He is a board member of Character.org, assists with the Special Olympics at Fairfax County Public Schools and has been the Chairman for the Washington Redskins-Optimist Club's fundraiser for the benefit of mentally and physically abused children.
Additionally, Christopher has been on the board for local chapters of the Optimist Club and Lions Club.
currently lives in Arlington, Virginia with his
wife, Donika, sons, JAK & Ben and adorable dog Max.
If you would like to contact Christopher
directly, please call (703) 506-8200 or email email@example.com.
To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.
† The Royal Alliance Royal Court consists of those representatives that are either "Top 50 Bonus Group Managers" or "Top 50 Individual Representatives.
Mr. Krell qualifies as one of the Top 50 Individual Representatives.
Senior Planning Staff â€” Cassaday & Company, Inc.
Christopher Krell, Cassaday & Company, Inc.
As a Principal at Cassaday & Company,Inc, Christopher Krell is a trusted financial planner with expertise in comprehensive financial planning for professionals and small businesses.
was named by Northern Virginia Magazine
as a "Top Financial Professional" in 2011-2014.
Christopher is a graduate of the Pamplin College of Business School at Virginia Polytechnic and State University (VA Tech), and has through post graduate work attained his status as a CERTIFIED FINANCIAL PLANNER™ through the College of Financial Planning and Georgetown University.
Additionally, Christopher is a Certified Fund Specialist and is affiliated as a registered representative with Royal Alliance Associates, one of the largest independent broker dealer firms in the country.
currently volunteers with low income, elderly individuals in the Northern Virginia area, assists with the special Olympics and volunteers in other events.
Cassaday & Company, Inc. - Our Team
*Christopher Krell - CFP®, CFS - Principal
Chris Cassaday â€” Cassaday & Company, Inc.
Chris is the Financial Planning Department Administrator and has been with the firm since June 2014.
supports the advisors at Cassaday & Company, Inc.
by overseeing the scheduling of their client review meetings, as well as estate planning and tax preparation meetings.
also assists with requests from clients regarding information about their portfolios, and handles the distribution of recurring portfolio reports.
is not registered with Royal Alliance Associates, Inc. or Cassaday and Company, Inc.
works closely with the Directors of Financial Planning, assisting with investment and financial planning research and providing analyses of clients' portfolio activity.
has earned the Chartered Mutual Fund Counselor (CMFC®) designation through the College for Financial Planning
leisure time, Chris
enjoys performing music and playing sports.
Chris graduated from James Madison University, where he received a Bachelor of Arts in Psychology.
currently resides in Arlington, VA.
If you would like to contact Chris
directly, please call (703) 506-8200, or email him at firstname.lastname@example.org.