Christopher Hayes
Financial Planning - Charles Schwab | Simplifying Investment, Tax, and Retirement Planning to Protect Your Wealth
- Role
- Financial Advisor at Charles Schwab
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Christopher Hayes
Emotions play a powerful role in shaping our financial health. And just like with our physical health, it\'s easy to fall victim those \"urges\" during the swirl of our busy workdays that could lead to compounded or unwanted consequences in the future. What helps to prevent those consequences? Having a clear, strategic and intentional plan for your money. However, there are many questions that prevent us from ironing out the details: Am I being intentional with cash that’s not marked for retirement or the market? Is my wealth properly diversified, or conversely, too concentrated? Am I considering future generations and what impact my current wealth will have later? What’s the best strategy to manage concentrated stock from my employer? How can I minimize my taxes efficiently? That\'s where we come in. We think about those questions (and many more) and their answers through our process of personal tailored financial planning…leaving you feeling more confident and less worried about the future. If any of these questions are on your mind, or you are interested in learning more about my financial planning process, please send me a message to get started!
Experience
Financial Advisor
Dec 2025 — Present · Miami-Fort Lauderdale, FL, US
Education
The Catholic University of America
Bachelor’s Degree, Marketing
2011 — 2015
Skills
- Social Media
- Online Data Entry
- Customer Service
- Credit Analysis
- Filing
- Series 7
- Writing
- Fences
- Consumer Behaviour
- Exercises
- Lifeguarding
- Microsoft Office
- Microsoft Excel
- Cpr Certified
- Market Research
- Landscaping
- Microsoft Word
- Surfing
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