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This profile was last updated on 4/22/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Christopher A. Krell

Wrong Christopher A. Krell?

Principal

Phone: (703) ***-****  HQ Phone
Email: c***@***.com
Cassaday & Company Inc
8180 Greensboro Dr. Suite 1180
McLean, Virginia 22102
United States

Company Description: Cassaday & Company, Inc., an independent investment advisory and financial planning firm is recognized as a leader* in the financial planning industry. The firm was...   more
Background

Employment History

Board Memberships and Affiliations

  • Board Member
    Lions Club
  • Board Member
    Optimist Club

Education

  • Pamplin College of Business School at Virginia Polytechnic and State University
12 Total References
Web References
"One great risk for retirees is ...
nbr.com, 22 April 2014 [cached]
"One great risk for retirees is not taking enough risk and running out of money," said Christopher Krell, a certified financial planner at Cassaday & Co. in McLean, Va.
Christopher Krell ...
www.cassaday.com, 23 Oct 2013 [cached]
Christopher Krell
"You buy a TIP that matures ...
www.cnbc.com.edgesuite.net, 4 Mar 2014 [cached]
"You buy a TIP that matures within your time frame and you get this free hedge against inflation, which at this point doesn't seem to be a major concern," said Christopher Krell, a certified financial planner and principal at Cassaday & Co.
By Christopher A. ...
www.financialadvisormagazine.com, 10 Feb 2011 [cached]
By Christopher A. Krell
...
Christopher A. Krell, CFP, CFS, is vice chairman of the investment policy committee and senior vice president at Cassaday & Company Inc., an independent wealth management firm based in McLean, Va.
Cassaday & Company, Inc. - Our Team
www.cassaday.com, 11 Feb 2011 [cached]
Christopher Krell Cassaday & Company, Inc. - Our Team
...
By: Christopher Krell
...
Christopher Krell was named by Northern Virginia Magazine as a "Top Financial Professional" in April 2011 edition.
Reuters AdvicePoint Reuters Top advisors 2008 Recognizes Christopher Krell
Christopher A. Krell, CFP®, CFS
Principal
Christopher personally assists his clients by listening to his client's needs, which enables him to evaluate and educate the families he serves about their financial situation in a comprehensive nature. Christopher is able to guide his clients through all of the complexities of the interrelated areas of personal finance. This approach to financial counseling focuses on all facets of wealth management, including investments, taxes, cash flow generation, insurance, and estate planning. "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. Moreover, I make sure that all of these areas and properly dovetailed with one another as if it were a case study out of my financial planning textbook". Christopher also takes time to provide multigenerational counseling to the financial needs of his clients and their families.
Compelled to achieve one goal, Christopher serves his clients as if they are his only client. By limiting the number of clients that he serves, he is able to focus on achieving a deeper level of financial counseling that he finds necessary with high net-worth clients. Serving as the financial quarterback for his clients, he leads wealth summits with his client's other trusted financial professionals- including estate planners, accountants and various attorneys - who render coordinated services.
Having joined Cassaday & Company in February of 1997 as the Director of Research, Christopher has since established himself as a trusted financial planner developing expertise in comprehensive financial planning for professionals and small businesses. He is among the firm's top representatives and a member of the prestigious "Royal Court. † Currently, Christopher's minimum account size that he oversees for his clients is $1,000,000.
Initially responsible for developing the research process that currently shapes the research department of our firm, Christopher now oversees all of the firm's bond investments and sits as a Vice Chairman of the Investment Policy Committee that makes investment decisions for the firm.
Christopher has written or contributed to numerous articles, as well as had his own column, "Money Matters", in the Loudoun Times Mirror. Additionally, he has been quoted or given material for among others things, The CBS Evening News, The Washington Times, The Washington Post, Bankrate.com, and Viva Tysons Magazine.
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.
Christopher currently volunteers with low income, elderly individuals in the Northern Virginia area, assists with the Special Olympics at Fairfax County Public Schools and has been the Chairman for the Washington Redskins-Optimist Club fundraiser for benefit of mentally and physically abused children. Additionally, Christopher sat on the board for local chapters of the Optimist Club and Lions Club. Christopher currently lives in Arlington, Virginia with his wife, Donika, his new son, Jack and adorable dog, Kenny.
If you would like to contact Christopher directly, please call (703) 506-8200, or email him at chris@cassaday.com.
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