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Christopher Fundora, CFP®, CRPS®, CPFA®, AEP®

Christopher Fundora, CFP®, CRPS®, CPFA®, AEP®

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  • Timeline

  • About me

    Director of Retirement Planning | InvestmentNews 40 Under 40 & Top Advisor | Optimized Roth™

  • Education

    • Boston University

      -
      Bachelor of Science (B.S.)

    • Westminster Christian School - Miami, FL

      -

  • Experience

    • J.P. Morgan

      Feb 2013 - Mar 2016
      Associate

    • Traphagen CPAs & Wealth Advisors

      Apr 2016 - now
      Wealth Advisor I Director of Retirement Planning

  • Licenses & Certifications

    • Chartered Retirement Plans Specialist

      College for Financial Planning

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board

    • Accredited Estate Planner (AEP)

      National Association of Estate Planning Councils

    • Certified Plan Fiduciary Advisor

      National Association of Plan Advisors