Christopher J. Mitchell, CFP®

Christopher J. Mitchell, CFP®, joined Bala Financial Group in 2016 and has over 21 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 is a dedicated CERTIFIED FINANCIAL PLANNER with experience Managing Wealth and Legacy Planning.  Chris has experience as an Athlete Agent Advisor specializing in baseball, with extensive experience working with NFL and other professional sports athletes. With a strong focus on helping Business Owners, Senior Corporate Executives, Families and Professional Athletes and organizations achieve their goals, Chris provides comprehensive support by reviewing objectives, analyzing data, researching tailored solutions, and delivering clear and efficient communication. His commitment to providing honest guidance, actionable recommendations, and timely follow-ups makes him an invaluable resource for those pursuing wealth and legacy aspirations.

Professional Expertise and Achievements

• Independent Financial Advisor: Chris works full-time as an Independent Financial Advisor, holding the CFP® designation, Series 7, 6, 65, and 63 licenses, as well as a Life Insurance License in multiple states.

• Leadership: Serves as the President of the Philadelphia Chapter of the Association of Professional Ball Players of America (APBPA.org).

• Baseball Consultant and Educator: An experienced baseball consultant, instructor, and speaker.

• Endurance Athlete: Completed three marathons, including the Boston, Philadelphia, and Wilmington Marathons.

• Certified Sports Agent: Holds certifications as a Sports Management Worldwide Agent Advisor and MLB General Manager & Scouting professional.

Baseball Career Highlights

• MLB Draft and Professional Play: Drafted in the 24th round by the Detroit Tigers in June 1996. Played professionally in the Detroit Tigers Single-A organization, the Pittsburgh Pirates organization, and with several independent teams.

• College Baseball: Played at DeSales University from 1994 to 1996 and graduated in 1998. Led the team in saves during his freshman and sophomore years and contributed to a PAC Championship victory. Inducted into the DeSales University Hall of Fame in 2011.

• High School Achievements: Played for Phoenixville High School from 1991 to 1993 under Coach John "Doc" Kennedy, with the team ranked 15th in the nation in 1993.

Coaching and Mentorship

Chris has served as a pitching and hitting instructor at various baseball academies and programs, including Complete Game of PA, PA Baseball Academy, Phoenixville Legion, and Baseball At It’s Best Academy. He has also worked with numerous travel organizations and provided one-on-one coaching.

Personal Background

Chris grew up in Phoenixville and currently resides in Royersford, Pennsylvania, with his wife, Kristy, and their two children, Hudson and Weston. Outside of his professional pursuits, Chris remains deeply engaged in the community and committed to fostering growth and excellence in the lives of those he serves.

Contact

To schedule a meeting, video conference, or call with Chris, reach out today. He is ready to help you navigate the most effective and efficient pathway toward achieving your life and legacy goals.