Christopher G. Murphy, CFP, ChFC, MBA, APMA, RICP

Christopher G. Murphy, CFP, ChFC, MBA, APMA, RICP

Internal Auditor

location of Christopher G. Murphy, CFP, ChFC, MBA, APMA, RICPCary, North Carolina, United States

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  • Timeline

  • About me

    Forbes Best in State Wealth Advisor, 2024, 2023, 2022, 2021. Extensive experience in helping affluent clients grow and preserve their wealth.

  • Education

    • University of Bridgeport

      1980 - 1982
      M.B.A & B.S. Marketing

      Activities and Societies: Alpha Mu Alpha- National Marketing Honor Society

  • Experience

    • EF Hutton Group, Inc.

      Jan 1985 - Jan 1987
      Internal Auditor
    • Paine Webber

      Jan 1987 - Jan 1988
      Senior Accountant
    • Ameriprise Financial Services, LLC

      Sept 1988 - May 2017
      Private Wealth Advisor

      Christopher G. Murphy and Associates, A private wealth advisory practice of Ameriprise Financial Services, Inc.

    • Crossbridge Financial Group

      May 2017 - now
      Private Wealth Advisor

      We help our clients achieve their goals for today, tomorrow and well into the future. It all starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we help take the uncertainty out of planning for your future. Our areas of focus are: Retirement Income Strategies, Investments, Wealth Preservation Strategies, Retirement Plan Distribution, Executive Compensation and Estate Planning Strategies.Crossbridge Financial Group, LLC has been providing access to financial planning and investment advice to individuals and businesses since 1997. As an independent financial firm and as Investment Adviser Representatives of Commonwealth Financial Network, we proudly oversee client assets totaling over $1.6 billion (as of 2019).Our clients come to us with a broad range of financial needs and concerns—whether its individuals who are approaching retirement or a business owner looking to implement a company retirement plan, we can help.I am licensed in 19 states and hold FINRA registrations 7, 63, 65 and 66 as a registered representative with Commonwealth Financial Network. I hold numerous State IAR & State Securities licenses, including California, Florida, North Carolina and New York. Show less

  • Licenses & Certifications

    • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

      Certified Financial Planner Board of Standards
      Nov 1992
    • APMA® Accredited Portfolio Management Advisor

      College for Financial Planning
    • RICP® Retirement Income Certified Professional®

      The American College of Financial Services
      Jan 2020
    • ChFC® Chartered Financial Consultant

      The American College of Financial Services
      Nov 2001
  • Honors & Awards

    • Awarded to Christopher G. Murphy, CFP, ChFC, MBA, APMA, RICP
      2021 Forbes Best in State Wealth Advisor Forbes Feb 2021 This year’s Best-In-State list spotlights more than 5,000 top-performing advisors selected from a pool of 32,725. Advisors were nominated by their firms then researched, interviewed, and assigned rankings within their respective states. Methodology: http://bit.ly/3rRx923
    • Awarded to Christopher G. Murphy, CFP, ChFC, MBA, APMA, RICP
      Presidents Club Commonwealth Financial Network 2019 2017-2020
    • Awarded to Christopher G. Murphy, CFP, ChFC, MBA, APMA, RICP
      Ameriprise Circle of Success, 1998-2016 -
    • Awarded to Christopher G. Murphy, CFP, ChFC, MBA, APMA, RICP
      Ameriprise Diamond Ring Club, 2008 Ameriprise Financial Services, Inc.
    • Awarded to Christopher G. Murphy, CFP, ChFC, MBA, APMA, RICP
      FIVE STAR Wealth Manager, 2014 -