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Chris McNabb, CFP®

Chris McNabb, CFP®

Shipper

Followers of Chris McNabb, CFP®694 followers
location of Chris McNabb, CFP®Lake Oswego, Oregon, United States

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  • Timeline

  • About me

    Wealth Manager at Aldrich Wealth

  • Education

    • University of Oregon - Charles H. Lundquist College of Business

      2016 - 2020
      Bachelor of Science - BS Business Administration and Management, General

  • Experience

    • Protalus

      Jun 2016 - Sept 2017
      Shipper

      Prepared product to be shipped to customer following all quality standards and guidelines.Helped organize warehouse to promote maximum efficiency while working.Packed orders to be shipped to customers while insuring all parts of the order were accurately placed in the box to be shipped to the customer.

    • Protalus

      Jun 2018 - Jun 2020
      Financial Planning Intern

    • Parcion Private Wealth

      Jul 2020 - Mar 2023

      • Family Advisor

        Mar 2022 - Mar 2023

      • Associate

        Jul 2020 - Mar 2022

    • Aldrich Wealth

      Apr 2023 - now

      • Wealth Manager

        Jan 2024 - now

      • Associate Advisor

        Apr 2023 - Jan 2024

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Aug 2022