MBA in Financial Planning
TriPrescient Financial Services, Inc.
Financial Planner & CEO
Fee-Only financial planner serving clients across the country
Meet Chris Ladd
Chris Ladd is a financial planner and the founder of TriPrescient Financial Services, Inc. Mr. Ladd earned his Masters of Business Administration in Financial Planning from California Lutheran University and has a Bachelor of Industrial Engineering from the Georgia Institute of Technology. Mr. Ladd successfully has completed the Certified Financial Planning (CFP) certification exam requirement and is currently a candidate for CFP Board certification.
At TriPrescient our mission is to provide our clients with a value-added, affordable, and engaging financial planning experience that allows them to make informed life and financial decisions in order to see how those decisions impact their future.
Whether it's traveling in retirement, providing for your family, buying a vacation home, or some other goal, helping clients turn their dreams into reality is what we do. At TriPrescient, we are committed to you, our client, and are driven to help you achieve your goals and dreams. We partner with you in a collaborative process to understand your goals and help align your finances to meet those goals.
Our value lies in our planning process and personal, comprehensive approach that takes into consideration all aspects of your financial situation. We utilize technology and software to make the planning process fun, efficient, and affordable. No matter what your goals may be, our financial planning process allows us to develop a plan for your unique needs, where you decide what is most important to you.
Planning for the future is a rewarding process. Take a look around our website to see what sets us apart from other financial firms, then grab some time on our calendar. Let us show you how we can make your dreams part of your future.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Chris Ladd
Maryville, TN 37803