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Christopher M
CFP®, Series 65, Series 63
Holly Springs, NC
Cetera Planning Partners
Christopher Morris is a CFP® certificant with nine years of industry experience. He currently serves as a financial advisor at Cetera Planning Partners and holds a tax and advisory manager position at CS&L CPAs, where he provides accounting, tax, and consultation services. His prior roles include positions at Avantax Planning Partners, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with comprehensive financial planning, investment management, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.
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