TriPrescient Financial Services, Inc.
Financial Planning & Investment Management Firm
Fee-Only financial planner serving clients across the country
Meet Chris Ladd
Chris Ladd is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified College Financial Consultant, holds an MBA in Financial Planning from California Lutheran University, and is founder of TriPrescient Financial Services. His expertise includes early and late stage education planning, investment management, retirement planning, risk management, budgeting and cash flow management, and tax planning, with an overall focus on financial well-being.
Chris provides comprehensive financial planning solutions for his clients, collaborating with them through a structured planning process to establish personal financial goals and actionable steps to achieve them. He works with families who want to set their children up for success by enabling them to pay for college without overburdening their children with student loan debt. Chris helps his clients achieve financial balance, providing insight to meet short term financial priorities while planning for longer term goals such as retirement. He prioritizes the personal relationships with his clients and provides honest advice, always in the client’s best interest.
Chris empowers his clients to put their personal goals in perspective, providing insight to make informed decisions, balance their priorities, and achieve their financial future. In the home office, he's often accompanied by his office dog, Charlie. When he’s not serving his clients, Chris can be found spending time with his family, enjoying the outdoors, trying new restaurants, and exploring the world.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Chris Ladd
Maryville, TN 37803