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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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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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.

Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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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What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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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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