Christopher Mitchell joined Bala Financial Group in 2016 and has over 18 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.
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, investment, life insurance and legacy protection goals.
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.
Contact our firm to schedule a meeting or call to help you focus and stay on the most effective/efficient pathway towards achieving your life goals.
Chris is licensed to sell securities in the following states: AK, CA, CO, CT, DE, FL, MD, NJ, NC, NY, PA, SC and TX. Chris is licensed to sell Insurance Products in the following states:AK, CA, CT, DE, MD, NJ, PA, and SC.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Bala Financial Group 208 Old Lancaster Road, Devon, PA 19333, is a separate entity from Osaic Wealth.