Chris J. Grimes, CFP®

Chris J. Grimes, CFP®

Partner, Financial Advisor*

Phone: 303.403.5651
Fax: 303.403.5656
Mobile Phone: 303.506.6071
E-mail:
 

Chris has found his calling in serving professionals, business owners, and families.  Through a sound macro, holistic planning process he delivers strategic and focused financial plans unique to the industry.  He helps educate clients about smart tax savings¹ methodologies while maintaing risk diversified portfolio allocations to insure an absolute balance in preparation for eventual retirement income concepts.

He stands for the possibility of positive impactful change.  Chris is driven to mentor and empower people to improve themselves and their surroundings.  His motivation is your success!

Chris graduated from the University of Colorado at Denver with a B.S. in Financial Management, Magna Cum Laude.  He has 10 years experience working in financial planning roles and is a CERTIFIED FINANCIAL PLANNER™ Practitioner.  

He joined Five Peaks as a partner in 2014.  Chris is a Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency and an Investment Advisior Representative (IAR) of Eagle Strategies, LLC, a Registered Investment Adviser.  He is member of the Million Dollar Round Table² (MDRT 2012-2015) and National Association of Financial Advisors (NAIFA).     

Chris currently lives in southwest Denver with his wife, Brier, two beautiful daughters, Jocelyn and Rowyn, and 2 dogs and 2 cats.  He enjoys being outdoors as well as spending time with family and friends.. 

 

¹Neither New York Life Insurance Compamy, nor its agents, provide tax, legal, or accounting advice.  Please consult your own tax, legal or accoutnitng professional before making any decisions.

²The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. 

Market Watch

November 21, 2018 @ 02:49 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.3%  
Dow Jones Transportation ETF +1.0%  
Dow Jones Utilities ETF -0.9%  
Nasdaq Composite ETF +0.5%  
Nasdaq 100 ETF +0.8%  
S&P 500 ETF +0.3%  
S&P 100 ETF +0.6%  
S&P Mid-Cap 400 ETF +0.5%  
S&P Volatility Index ETF -8.5%  
PHLX Semiconductor Index ETF +0.6%  
OSX Oil Service Sector Index ETF +11.1%  

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