Christopher Demarest, CFP®

Experience

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  Centenary University

  Jun 2002 - Jan 2010

  Courses Taught:• Financial Accounting I• Financial Accounting II• Corporate Financial Management• Money and Banking• Principles of Economics • Monitored and advised students regarding academic progress in courses, short/long-term goals, study skills and time management.• Informed academic advising staff regarding individual student registration issues.• Coordinated use of academic support resources offered by other campus units.• Monitored, prepared, maintained and distributed records relative to student academic progress.• Provided study skills assistance through selected sources, personal counseling.

  • Adjunct Professor

    Jan 2004 - Jan 2010

  • NCAA Compliance Coordinator/Athletic Advisor

    Jun 2002 - May 2004
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  Taranto Associates

  Jan 2003 - Apr 2004

  Tax Preparer

  • Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses.• Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.• Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.• Reviewed financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.• Furnished taxpayers with sufficient information and advice to ensure correct tax form completion.• Calculated form preparation fees according to return complexity and processing time required.• Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures. Show less

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  Ameriprise Financial Services, Inc.

  May 2004 - Jun 2017

  Financial Advisor

  Ameriprise financial advisors work with busy, hard-working professionals like you who value sound financial planning. We work closely with you to manage multiple goals and handle complex financial situations and recommend ways to protect what is most important to you. The Seasons of Advice®approach is designed to help make managing your financial life easier and more rewarding, while fully re-evaluating your plan each year.Seasons of Advice®focuses on the following four seasons:Goal Tracking Season – We examine your progress, re-evaluate assumptions and possibly re-set goals and priorities for the year.Asset Allocation Season – Incorporating the criteria established in the goal tracking we examine risk tolerance, investment time frame and create an investment strategy for the next twelve months.Mid-Year Reviews - Family, Security and Cash Flow Season – Cash flow is revisited and there is a complete review of estate planning strategies, beneficiary designations and employee benefits, including the annual insurance reviews.Tax Planning Season – We evaluate your investments and provide tax-wise recommendations, plus we can coordinate with your accountant to help you make informed decisions about your investments during the next tax season.I am licensed and registered to conduct business in NC.Based on licenses and registrations I hold, I may also conduct business in MA, VA, OR, MN, MT, FL, IL, NY, NJ, PA. Show less

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  NC State University

  Aug 2012 - May 2023

  Men's Lacrosse Coach
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  Blackbridge Financial

  Jun 2017 - now

  Private Wealth Advisor

  Excellent client service is the cornerstone for enduring client-advisor relationships. When coupled with expertise in domains such as wealth management, tax planning, estate planning, retirement and education planning, insurance planning, and planning for executive benefits, along with the ability to offer day-to-day financial guidance, this relationship becomes the bedrock of our clients' success. At Blackbridge Financial, we also place great emphasis on community service. Whether it's volunteering with Habitat for Humanity, coaching college and youth sports, or participating in disaster recovery efforts, We continuously look for ways to enhance the well-being of the communities we reside and operate in. Show less