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Private Wealth Services & Investment Advisory | Blackbridge Financial | Christopher Demarest, CFP®, MBA
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Christopher Demarest, CFP®, MBA

Blackbridge Financial

Compound interest is the 8th wonder of the world.  He who understands it, earns it; he who doesn’t, pays it.

 

~ Albert Einstein

Check the background of this investment professional

Check the background of this investment professional

Phone: (984) 200-2185

Email: cdemarest@nullbbridgefin.com

Address:

5500 McNeely Drive, Suite 201

Raleigh, NC 27612

Christopher Demarest, CFP®, MBA

Private Wealth Advisor

With more than 15 years of experience, Chris specializes in comprehensive financial planning, retirement and college planning, life and disability insurance planning, small business benefits and executive compensation. Through these planning outlets, his goal is to help his clients feel more confident about their financial future.

 

Chris uses a Certified Financial Planning Process when working with his clients.  His practice has been built around their needs as he strongly believes that clients come first in everything he does. Service is his number one priority; nothing is done at the practice without the client in mind. Chris is willing to help his clients tackle all problems, big or small.

 

Originally from Flemington, NJ, Chris and his wife have been residents of Raleigh, NC for over 7 years.  Chris and Emily consider their sons, Teddy and Holden, to be their greatest accomplishments.  Outside of the office, Chris enjoys coaching both college and youth sports, as well as traveling.

Most Recent Passport Stamp:

Budapest

 

Interesting Fact:

Chris is a big Tottenham Hotspurs fan

 

Affiliation:

U.S. Lacrosse Board, NC Chapter Executive Board

 

Education:

Centenary University; B.S. Business Administration 2002, MBA Global Management 2004

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 66

Uniform Combined State Agent

Held with Independent Advisor Alliance and LPL Financial

MBA

Master of Business Administration

CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

Securities Registration States

DE, FL, MO, NJ, NY, NC, OR, PA, VA

Insurance Registration States

FL, NC, NJ, OR, PA

Disclosure

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

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