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Christopher J. Mitchell, CFP®

Christopher J. Mitchell, CFP®

Financial Advisor

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Christopher Mitchell has a very unique set of skills and experiences which are typically achieved by multiple people let alone all encompassing within one person. Chris believes in the connections between people in life are blessings that are more valuable than money and attributed to a collaboration or synchronization of TIME, TALENT, and  Trust. Chris likes to bring the right people, the right type and right amount of resources to the table along with his ENERGY which breads ENERGY.  Chris had recently completed the Sports Management World Wide (SMWW) Athlete Management (Sports Agent) Certification for his own edification and fun.  Chris had taken the OPPORTUNITY to complete the LAST OFFICIAL IN PERSON Boston Marathon finishing the April 2019 race while raising funds for FOUR DIFFERENT CHARITIES as John Hancock is one of the KEYNOTE SPONSORS for the Boston Marathon along with one of the many investment and life insurance vendors that our firm has access to use when appropriate for clients.  

The goal setting mindset from Chris is no surprise as he also completed the Philly and Wilmington, DE Marathons in 2008 and formerly pitched in Professional Minor League Baseball.  As you will read, Chris had extensive professional experiences listed below, but more on running “not for fun”, Chris had various Professional Baseball Organizations that he pitched over the years.

Chris has personal vision and mission statements that are the fiber of his Personal Financial Advisory Practice which hopefully has served as pillars to his Clients and their referrals which are primarily based on his I.T. Reputation (Integrity and Trust).

Chris has earned from referrals over the years from our clients, family and friends.  On a more dry note please feel free to read his other professional experiences below which are also collectively unique and customized to only Chris:

Chris joined Bala Financial Group in 2016 and has over 17 years of experience in the Financial Services Industry. Prior to joining Bala Financial Group, Chris was a Financial Advisor and Operations Manager for a financial advisory practice with Ameriprise. In addition, Chris spent a decade serving Vanguard’s clients mostly in their Ultra High Net Worth client division.  Prior to  Vanguard and after getting released in baseball, Chris held multiple positions like Supervisory and Inventory Management Associate roles at Home Depot.

At Bala Financial Group, Chris leverages his experiences to help clients with Retirement, Insurance and Investment Planning. As a CERTIFIED FINANCIAL PLANNER™ professional, Chris focuses on understanding his clients’ personal financial situations and then helps them implement a strategic plan for their financial future.

Chris helps Families, Senior Corporate Executives, Business Owners and Professional Athletes by reviewing investments, retirement plans, executive compensation, life and disability insurance solutions.

Please consider Chris as a resource for all your retirement plans, investment and legacy protection questions/goals/needs.

Chris enjoys active lifestyle with his wife, Kristy, son, Hudson, daughter, Weston and he likes spending quality time with family, friends and his local community.