Chris Ballard
Certified Financial Planner
Graduated in 1984 from Eckerd College with degree in Economics. Started in insurance in 1987 as an independent agent working with retirees. 1997 obtained designation Certified Financial Planner. Primary focus of practice is to work with clients to prepare for retirement or in retirement. Wealth preservation and Transfer. Voted top ten Financial Planners in Florida. Works with State of Florida Long term Care Partnership program.. Expert in Long Term insurance and Medicaid planning techniques.
