Chris Harper, CPA, CFP®, CIMA®, Relationship Manager, with Plante Moran Insurance Agency, specializes in strategic life insurance and annuity solutions. He also provides a wide range of holistic financial planning services and has 13 years of experience serving high net worth families and individuals.
Christopher received his Bachelor of Science in business administration from the University of Michigan-Dearborn. He is also a Certified Investment Management AnalystSM professional, which involved coursework and an examination taken at the Wharton School. Christopher is one of only approximately 6,000 people nationwide to hold this prestigious designation. His professional affiliations include the Investment Management Consultants Association and the American Institute of Certified Public Accountants.
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) 579-1234. Plante Moran Insurance Agency and Plante Moran Financial Advisors are separate entities from Valmark Securities.