Christopher Mitchell joined Bala Financial Group in 2016 and has over 16 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 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.