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Christopher M. Koppen, Financial Advisor

2245 Gateway Access Point, Suite 200
Raleigh, NC 27607

(919) 785-2221 x 122

A values-based approach

My greatest joy is building lasting relationships with my clients. I see my clients as an extension of my family, and I believe success demands a deep understanding of your cherished dreams and unique needs. 

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
I work with you

I work with you

Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Whatever matters to you, matters to me.

I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.

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