Chris Hobart
- Role
- CEO at Hobart Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Chris Hobart
I’ve never been one to do things the “typical” way. After all, 9-year-olds don’t…
Experience
CEO
Mar 2004 — Present
An entrepreneurial spirit comes naturally to Chris Hobart, who opened his first business at age 9: the Hobart Café and Karaoke, a neighborhood restaurant located in his parents’ basement. Since then, Chris has continued to dream big, and it’s led him to his true calling of helping others dream big, too. From guiding baby boomers through retirement to inspiring other financial planners, Chris has dedicated his life to helping others live with meaning and purpose and achieve their dreams. His passion for helping others resulted in recognition from Senior Market Advisor in 2008 and from Retirement Advisor Magazine in 2016 as one of the top five independent advisors shaping the industry. He also received Charlotte’s 40 Under 40 award in 2015 and continues to be a highly sought-after coach to his peers. Chris has taught his Gold Paper Clip philosophy to hundreds of financial advisors through mentoring, speaking and training programs. He’s been featured on a variety of well-known media outlets, including CNBC, CBS, The Wall Street Journal, The Associated Press, Forbes magazine and many more. Chris also appears regularly on the TV morning show Charlotte Today, and he’s the host of The Charlotte Retirement Report, a weekly financial educational TV program. Chris and his wife, Renee, reside in Charlotte with their daughters, Sloane and Blythe. They are avid supporters of the performing arts with a passion for making arts education and musical theater accessible to all young people, regardless of financial means. Chris enjoys traveling to remote locales such as Alaska, Wyoming, Canada, and he frequently escapes to the North Carolina mountains for some fly fishing.
Education
UNC Kenan-Flagler Business School
BSBA, Business, German, Religion
The University of North Carolina at Chapel Hill
BSBA, Business
1994 — 1998
WU (Vienna University of Economics and Business)
BSBA, Business, German
Skills
- Financial Planning
- Asset Allocation
- Disability Insurance
- Financial Advisory
- Securities
- Asset Management
- Leadership
- Wealth
- Tax
- Fixed Annuities
- Financial Services
- Investment Advisory
- Iras
- Financial Planners
- Wealth Accumulation
- Estate Planning
- Retirement
- Investments
- Strategic Financial Planning
- Insurance
- Finance
- Long-Term Care
- 401k
- Portfolio Management
- 401k Rollovers
- Wealth Management
- Retirement Planning
- Retirement Savings
- Long Term Care Insurance
- Life Insurance
- 401(K) Retirement Savings Plans
- Personal Finance
- Mutual Funds
- Strategic Planning
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