Christopher Winn
CFP®, MBA
Interactive Wealth Advisors, Inc.
Financial Advisor
Christopher Winn
CFP®, MBA
Interactive Wealth Advisors, Inc.
Financial Advisor
At Interactive Wealth Advisors, our mission is to help professionals and business owners in tech become successful retirees. - Christopher Winn, CFP®, MBA
Fee Only Financial Planner and Investment Advisor in downtown Portland
Christopher Winn is a Portland, OR fee-only financial planner and investment advisor. Interactive Wealth Advisors Inc. provides comprehensive financial planning and investment management to professionals and business owners in tech. Let us show you how our PlanCycle90 system can help you grow and protect your wealth as you prepare for and enter retirement.
Our clients come to us because they need to turn their savings and investments into a reliable, worry-free income stream that will last the rest of their lives. The distribution phase of retirement is more complex than saving for retirement and has many hidden tax traps and penalties. Our clients want a fiduciary that will guide them on minimizing taxes, maximizing social security/medicare, and using stress-tested investment strategies to grow and replace their income.
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 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 enjoys golfing, wood working, cooking and chasing his Great Dane around the neighborhood.
Professional Associations
> Estate Planning Council of Portland
> National Association of Personal Financial Advisors (NAPFA)
> World Future Society
Christopher Winn is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Specialties
- Retirement Income Replacement
- Tax Strategies - Pre & Post Business Sale
- Active Investment Management
- Business Owner Planning
Ideal Clients
- Want Ongoing, Year-Round Advice
- Retiring in five years or less
- Current and Former Intel Alum
- Selling Business to Fund Retirement
Working Together
- Complimentary Initial Consultation
- Virtual Meetings or In-Person Meetings
- Wealth Management (Planning + Investment Management): Asset-based Fee
- Not offering Hourly and One-time Plans Currently
Professional Designations & Affiliations
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Christopher Winn is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Christopher Winn 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.
Contact Christopher Winn
Office Locations:
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121 SW Morrison St.
Suite 905
Portland, OR 97204
