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Christopher R
PFS™, Series 63, Series 66
Bradenton, FL
Your-Financial-Lifeguard
Christopher Revak is a financial advisor with Your-Financial-Lifeguard in Bradenton, FL, holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 12 years of industry experience and has operated his own entities providing consulting and tax preparation services since 2000. Revak also provides accounting services through an affiliated tax preparation business. Your-Financial-Lifeguard offers personalized financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities. The firm emphasizes asset allocation based on Modern Portfolio Theory and utilizes third-party managers for portfolio management, combining advisory services with accounting expertise and a technology-driven platform.
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