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Christopher O
CFP®, Series 63, Series 65, Series 66
Prescott, AZ
Fiwheels
Christopher Oswalt is a financial advisor at FiWheels with 12 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to founding FiWheels, he worked at OneAZ Credit Union and LPL Financial, LLC. In addition to his advisory work, he is an insurance agent for commission-free, fixed insurance products in Arizona. FiWheels provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a proprietary investment approach involving three “Wheels” for portfolio management and typically operates with discretionary authority to implement model allocations and trade decisions.
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