Elevate Financial Planning and Wealth Management
Christopher Athens is a seasoned financial professional with extensive experience in various roles within the financial advisory sector. As a Financial Advisor, Managing Partner, and Co-Founder at Elevate Financial Planning and Wealth Management since November 2023, Christopher is embarking on a new venture in wealth management. Previously, Christopher worked at Florida Financial Advisors from March 2020 to December 2023, where roles included District Manager, Associate Manager, Associate Financial Advisor, and Junior Financial Advisor, focusing on client onboarding, service, and financial strategy development. Early career experience includes operations at Delaware North and office assistance at Samuel Field Y. Christopher holds a Bachelor's degree in Finance and Business Analytics from the University of Tampa and is an alumnus of Holy Cross High School in Flushing, NY.
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Elevate Financial Planning and Wealth Management
A rising tide lifts all boats. Our commitment to the highest standard of performance creates an elevated quality of life. Elevate Financial Planning and Wealth Management is a comprehensive planning firm focusing on providing value to clients through financial service. We seek to understand client's goals and walk side-by-side as those outcomes are achieved through our relationship.