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Experience

Chris Harper is a relationship manager with Plante Moran Insurance Agency. Chris specializes in developing strategic life insurance solutions for high net worth individuals and families. He is known for his educational approach, objective analysis, and straightforward communication of complex insurance related concepts.

Chris has over 15 years of experience at Plante Moran. During that time he has served clients in the areas of public accounting, investment consulting. estate planning, income tax planning, and life insurance consulting.

He has a Bachelor of Business Administration degree from the University of Michigan-Dearborn.

He is a Certified Public Accountant, a Certified Financial Planner™, and is also certified as an Investment Management Analyst by the Investment Management Consultants Association, which involved coursework and an examination taken at the Wharton School of Business (University of Pennsylvania).

 

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Securities offered through Valmark Securities Inc., Member FINRA, SIPC, 130 Springside Dr, #300, Akron, OH 44333 (330) 576-1234. Plante Moran Insurance Agency and Plante Moran Financial Advisors are separate entities from Valmark Securities.

FINRA: http://www.finra.org/
SIPC: http://www.sipc.org/

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