The Watchman Group, Inc.
Fee-Only financial planner located in Plano, TX, serving clients locally and across the country
Prior to joining The Watchman Group Inc, Chris was the Senior Wealth Manager with a Registered Investment Advisory firm in North Texas managing $200 million in assets. He personally managed client relationships totaling $80 million in assets. Chris also held floor trading positions on the Chicago Board Options Exchange, worked as a Senior Trading Representative managing a block trading desk for Pershing Brokerage Co. and as a stockbroker for Brown & Co.
Chris received his CFP® designation in 2001 and has passed the General Securities Representative (Series 7) and Uniform State Law (Series 63) examinations. He enjoys soccer, tennis and mountain biking. Chris lives in McKinney with
his wife and son.
Christopher Troseth is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
As a steward of our client’s assets, we serve as their trusted financial advisor and take great care in our fiduciary responsibilities.
A fiduciary is defined as:
An individual, often in a position of authority, who is obligated to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation.
Through this commitment to act in a fiduciary capacity, we strive to serve as a financial coach and educator because ultimately we want to do what is in every client’s best interest.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Christopher Troseth is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Christopher Troseth is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Christopher Troseth is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Christopher Troseth
5045 Lorimar Drive
Plano, TX 75093