Broker Check
Christopher Sloan, MBA *

 

Christopher Sloan has been a highly regarded Financial Advisor with Centra Financial Group, Inc. since 2002. Chris specializes in helping guide individuals, business owners, and executive clients through a customized coordinated financial strategy to meet their specific goals and objectives. Chris follows a simple approach, “If I were in my client’s situation, what would I do.” Chris has assembled a team of highly successful individuals to help with his practice. Chris works in helping to guide individuals and business owners, coordinating with their tax and legal professionals, through the complex tax code in large to midsize estates, for financial planning and wealth accumulation strategies. The team consists of individuals who are trained on exceptional client service, time-proven methods, culture, systems, and concepts to bring together the coordinated plan, implement the plan, and provide ongoing support.

Chris graduated in Accounting from the University of Notre Dame in 1996 and obtained his M.B.A. in Finance from the William E. Simon Graduate School of Business at the University of Rochester in 2001.

Chris and his wife Laurel Gradinger reside in Rochester, NY with their children.

CA Insurance License #0F80481