Christopher T. Fide
Co-Founder/Financial Planner at Integrated Planning & Investments
- Role
- Co-founder at Integrated Planning & Investments
- Location
- Clovis, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Christopher T. Fide
Industry regulations prohibit endorsements or testimonials for Integrated Planning & …
Experience
Co-founder
Integrated Planning & Investments
Apr 2023 — Present · Clovis, CA, US
Education
Oxford University
Economics of European Union
1995 — 1995
Rice University
Bachelor of Arts
1994 — 1998
University of Virginia - Darden Graduate School of Business Administration
Masters
2000 — 2002
Skills
- Supplemental Retirement Income
- Iras (Roth & Traditional)
- 401(K), 403(B), Sep & Simple Iras
- 403(B)
- Business Continuation Strategies
- Annuities (Fixed & Variable)
- Income Protection
- Survivor Income
- Salary Continuation
- Key Person Insurance
- Buy-Sell Review
- Whole Life Insurance
- Split Dollar Plans
- College Funding
- Roth Ira
- Simple Ira
- Fixed Annuities
- Charitable Giving
- Long-Term Care Insurance
- 401(K)
- Tax-Deferred Savings
- Sep Ira
- Mutual Funds
- Disability Income Insurance
- Buy-Sell Agreements
- Life Insurance (Term, Universal, Whole)
- Wealth Accumulation
- Financial Needs Analysis
- Variable Annuities
- Traditional Ira
- Executive Benefits Strategies
- Universal Life Insurance
- Pension Plans
- Informal Business Valuation
- Deferred Compensation Plans
- Term Life Insurance
- Asset Allocation Analysis
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