CFP®, MBA, CDFA®™
Interactive Wealth Advisors Inc.
Fee Only Financial Planner with offices in Beaverton and Portland, OR
Chris Winn has been providing holistic wealth management advice to his busy clients for more than 15 years. He operates on simple philosophy: help people achieve more out of life. Professionally, that means giving his clients more time to focus on the things they love and helping them achieve their goals faster through his holistic wealth management services.
Mr. Winn has been recognized in the past as a Top 50 Advisor nationally by Bank Investment Consulting magazine and was featured in Portland Monthly as one of the city's Five Star Wealth Managers for the third year in a row. He has been quoted in TheStreet.com's sister magazine MainStreet, a featured Fee-only financial advisor in Kiplinger's "Jumpstart Your Retirement" and given numerous presentations to a wide range of groups from the Oregon Trial Lawyers Association to Intel.
Chris is active in the community through the Beaverton Rotary and in his spare time enjoys golfing, running, BBQing and chasing his Great Dane around the neighborhood.
> Estate Planning Council of Portland
> National Association of Personal Financial Advisors (NAPFA)
> World Future Society
> Institute for Divorce Financial Analysts
> Oregon Entrepreneurs Network (OEN)
Christopher Winn 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
We are members of the National Association of Personal Financial Advisors (NAPFA) and do not accept commissions, referral fees or soft dollars. Only 1 percent of firms nationally have taken this oath. It keeps us focused and accountable on what is important--fighting for our clients' best interests.
Interactive Wealth Advisors was founded on the principle that a company is only as good as its people and their values. Every decision we make filters through our values to insure it is a good decision for all parties, whether they be staff, clients or business partners. Our values guide us when we create investment portfolios, build financial plans and interact with clients and staff. It is how we are different.
Integrity - Doing the right thing, especially when people aren't looking.
Service - Putting the needs of others above our own self interest.
Teamwork - Maximizing the talents of our team to create a high energy esprit de corps
Excellence - Always putting our best efforts into every action we take.
Independence - Unbiased, transparent advice free of any conflict of interests.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Maximizing Business Value Pre-Sale
- Building Absentee Owner Business Models
- Income Replacement in Retirement
- Active Investment Management
- Charitable Tax Strategies
- Current and Former Intel Employees
- High Tech Executives
- Owners of Closely Held Businesses
- Accredited Investors
- Complex Planning Needs
- Concentrated Asset Issues
- In-Office Meetings
- Transparent Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Christopher Winn 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 Winn 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 Winn is a Certified Divorce Financial Analyst® (CDFA®)
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Contact Christopher Winn
1915 NW AmberGlen Parkway
Beaverton, OR 97006
1001 SW 5th Ave.
Portland, OR 97204