Chris established MFA Wealth, based in Pittsburgh, Pennsylvania, to focus on helping clients with their personal wealth management and estate planning needs. For over 30 years Chris and his associates have advised their clients in the areas of comprehensive financial planning, asset allocation, retirement planning and estate tax minimization techniques. Chris is an industry resource serving as a consultant and advisor to a multitude of industry professionals, giving clarity in the areas of practice management, client care and comprehensive financial planning.
In this episode, Joe and Chris sit down to discuss how technology is the foundation of his practice. The implementation of modern planning platforms provides the MFA Wealth team the confidence to embrace ownership in their process while focusing on their client’s needs. Chris also emphasizes his commitment to his community involvement and how giving back drives him to operate a successful practice.
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