Kristopher Olexy, CFP®, AIF®, CLU®
Advanced Planning Advisor
Having established his practice in 2002, Kris focuses on helping individuals, families, and business owners achieve and maintain financial independence. Knowing that continued education is critical to providing the most up-to-date solutions and strategies for clients, Kris upholds the Accredited Investment Fiduciary® (AIF®) designation as well as the Chartered Life Underwriter® (CLU®) designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, Kris was the recipient of the National Association of Insurance and Financial Advisors (NAIFA) Top Four Advisors under the age of 40. Kris and his wife, Cara, have two children, William and Ryan and reside in Bon Air.
The 4 under 40 award is presented by the National Association of Insurance & Financial Advisors of Virginia (NAIFA). Winners are selected by former and current leadership of the NAIFA. A small application fee is paid. For more information: https://tdc.naifa.org/4-under-40 Third-party rankings and recognitions are no guarantee of investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.