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
As a Principal at Cassaday & Company, Inc., Christopher personally assists his clients by carefully listening to their needs, engaging them in insightful dialogue and educating them about their financial situation.
By embracing a model of integrated wealth management, he
is able to guide his
clients through all of the complexities of the interrelated areas of personal finance including investments, taxes, cash flow generation, insurance, and estate planning to create a truly comprehensive and well thought-out financial plan.
Compelled to achieve one goal, Christopher
clients 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 trusted 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.
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.
also specializes in multigenerational counseling and cash flow generation.
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.
is among the firm's top representatives and a member of the "Royal
Initially responsible for developing the research process that currently shapes Cassaday & Company's research
now oversees all of the firm's bond investments.
He is also a senior member of the Investment Policy Committee that makes investment decisions for the firm.
has written or contributed to numerous articles, as well as had his
own column, "Money Matters", in the Loudoun Times Mirror.
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 provides volunteer financial counseling to 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's fundraiser for the benefit of mentally and physically abused children.
Additionally, Christopher sat 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, Kenny.
If you would like to contact Christopher
directly, please call (703) 506-8200, or email him at firstname.lastname@example.org.
† 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.