Christopher K. Winn CFP® MBA CDFA™

ChristopherChris has been providing holistic wealth management advice to his busy clients for more than 14 years. He operates on simple philosophy: help people achieve more out of life. Professionally, that means giving his clients more time to focus on the things they love and helping them achieve their goals faster through his holistic wealth management services.

Mr. Winn has been recognized in the past as a Top 50 Advisor nationally by Bank Investment Consulting magazine and is a regular contributor to Ask an Advisor on nerdwallet. He has been quoted in TheStreet.com’s sister magazine MainStreet, a featured Fee-only financial advisor in Kiplinger’s “Jumpstart Your Retirement” and given numerous presentations to a wide range of groups from the Oregon Trial Lawyers Association to Intel.

Chris is active in the community through the Beaverton Rotary and in his spare time enjoys golfing, running, BBQing and chasing his Great Dane around the neighborhood.

Professional Associations

  • National Association of Personal Financial Advisors (NAPFA)
  • World Future Society
  • Institute for Divorce Financial Analysts
  • Oregon Entrepreneurs Network (OEN)

Community Service

  • Beaverton Rotary, Community Service Director (past); Academic Scholarship Chair; Newsletter Chair; Beaverton Rotary Foundation board member