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Christopher O
Series 63, Series 66
Grundy, VA
Forefront
Christopher Owens is a financial advisor at Forefront with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Forefront Wealth Partners since 2022. Owens is also the president and owner of Owens CPA & Associates, an accounting firm he has managed since 1996. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses, offering discretionary portfolio management and comprehensive financial planning across retirement, estate, tax, and special-needs topics. The firm employs fundamental and cyclical analysis and includes options for third-party managers, supporting client relationships with ongoing reviews and coordination with custodians and outside professionals.
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