Chris Nalley is a member of CS Advisors, Inc., a financial planning and wealth management firm. As an investment advisor, Chris develops tax efficient investment portfolios based on a foundation of asset allocation and tactical diversification. He is committed to providing comprehensive, objective and honest financial management services to his valued clients.

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Qualifications

Chris has a strong background in a broad range of financial markets that gives him a unique ability to develop, technically evaluate and monitor investment strategies customized to individual portfolios. He believes a client’s goals and values should drive the financial planning process. Chris and a team of specialists work on each aspect of the process to ensure the objectives of every client are clearly incorporated into their unique financial plan. Chris enjoys building relationships with families and businesses and helping them execute on their long-term goals.

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Experience

Chris started his career in the financial industry in 2005 as a trader at an independent institutional research firm. He was the Chief Compliance Officer (CCO) and financial operations principal at Variant Trading Institutional Group (VTIG) for ten of the thirteen years working there. During his tenure at VTIG, he also served as a manager of a family partnership that holds positions in a diverse portfolio of alternative investments and experienced the estate management settlement process for high net worth individuals as a personal representative and executor. After VTIG, Chris became a wealth advisor at Bookmark Advisors within the Bleakley Advisory Group where he provided financial planning to individuals and businesses.  

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Education

Chris graduated from the University of Central Florida with a bachelor’s degree in finance and a minor in economics. He completed the Certified Financial Planner Certification Program (CFP®) at Florida Atlantic University. Chris enjoys playing golf, fantasy sports, boating and traveling with his wife Jenny and their daughter, Pierce.