Chris Shoup
CFP®
Southshore Financial Planning
Principal - Financial Planner
Chris Shoup
CFP®
Southshore Financial Planning
Principal - Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chris Shoup, CFP®
Fee-Only financial planner serving clients in Apollo Beach, FL, Tampa, FL and virtually across the country
Chris Shoup is a fee-only financial planner with offices in Apollo Beach and Tampa. Southshore Financial Planning provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Shoup is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Chris grew up living in Mississippi, New York, Pennsylvania, Texas and Iowa. After attending college in Jacksonville, Chris and his wife, Heather, moved from Florida to the Carolinas for several years before returning to the bay area in 2009. Chris and Heather are parents to 3 wonderful boys. He enjoys spending time with family, traveling, fishing and watching hockey.
Professionally, Chris is a CFP® Practitioner and has two finance-related degrees from the University of North Florida. His entire career has been dedicated to serving individuals and families in the financial services industry. Before founding SouthShore Financial Planning he spent 11 years at one of the largest financial institutions in the country where he was directly responsible for a $700 million client practice.
At Southshore Financial Planning, we deliver tailored financial guidance to help clients enjoy life to the fullest, and write the perfect final chapter to their story.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Planning
- Proactive Tax Planning
- Investment Management
- Estate & Trust Planning
- Education Planning
- Gifting Planning
- Liability Planning
- Risk Planning
Ideal Clients
- In Retirement
- Nearing Retirement (50+)
- Thinking More About Retirement (40+)
Working Together
- In-Office Meetings
- In-Home Meetings
- Virtual Meetings
- Flat Transparent Pricing
- No Annuity or Products Sales
- Hourly Planning Available
- Project-Based Planning Available
- Investment Management Not Required
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Chris Shoup is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Chris Shoup is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Chris Shoup
Office Locations:
-
409 Apollo Beach Blvd.
Ste. 5
Apollo Beach, FL 33572 -
1600 E. 8th Ave.
Ste. A200
Tampa, FL 33605
