Chris Kotch, CFP®
Associate Financial Planner, Carter Advisory Services
Chris began his career as a financial advisor at Edward Jones. He has also spent time at a local Fidelity Investments branch and an independent wealth management firm, where he earned the CFP® certification. He currently assists the Financial Planners of Carter Advisory Services as they develop reviews of clients’ formal financial plans.
Chris attended Oklahoma State University, where he received a Bachelor of Business Administration in both Management and Marketing.
Chris grew up in Keller, Texas and currently lives in Dallas. In his free time, he enjoys exercising, baseball, and spending time with friends and family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP®, (with plaque design) and CFP®, (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.