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Our People Learn about the talented people who make Saltmarsh so exceptional
Chris Stennett, CFP®Senior Financial Advisor
- Phone: (800) 477-7458
- Email: Chris.Stennett@saltmarshcpa.com
- Resume: Download
Chris is a senior financial advisor and Certified Financial Planner® practitioner for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. He serves individuals and organizations as a comprehensive financial planner and coordinator of investment activities. His areas of expertise include investment management, income planning, tax and estate planning and risk management. Chris has over 15 year's experience as a wealth manager working with high-net worth families and privately held business owners across the U.S.
In addition to his role as advisor, Chris is an accomplished presenter known for being able to convey highly technical concepts to every investor. Chris was recently invited to speak at the Tennessee Banker's Association Trust and Wealth Management Conference in Nashville, TN where he presented on the SECURE Act 2.0.
When he's not with his clients, or presenting, Chris spends his time with his wife and 2 daughters traveling and going to the beach.
Education
- B.A. Organizational Communications - University of South Florida
Certifications
- Certified Financial Planner (CFP®)
- Series 66 Licensed
Community Affiliations
- United Way Suncoast - Investment Committee Member
- Rotary Club of New Tampa Noon - Past President & Treasurer
Areas of Practice
Publications
- Demystifying Personal Injury Settlements: A Guide to Navigating Your Claim
- 2024 Year in Review
- Election Years & Their Impact on the Market: A Data-Driven Perspective
- A Closer Look at Today's Inflation (2024 Edition): Not Out of the Woods Yet
- 2023: A Year In Review
- Navigating a Turbulent Stock Market: A Look at 2009-2019 versus Today
- Silicon Valley Bank Collapse Explained
- SECURE Act 2.0
- 2022: A Year to Forget?
- Lessons Learned: Losing a Loved One
- Digital Assets and 21st Century Estate Planning
- Student Loan Debt Cancelation
- The Silver Lining of Today's Inflation
- Market Behavior and the Weather
- Fiduciary vs Suitability: Finding Qualified Advisors
- A Disciplined Investment Strategy
- 2021: A Year to Remember
- Six Year-End Portfolio Planning Conversations
- The Importance of a Personal Budget
- What Are Roth Conversions?
- CARES Act Brings Important Changes to Retirement Plans
- Federal Student Loan Relief Available to Borrowers Amid COVID-19
- Is It Time to Reassess Your Investments?
- Five Year-End Portfolio Planning Conversations
- Be Prepared for These Five Holiday Expenses
- How Do I Choose the Right Financial Advisor?
- Do I Need A Financial Advisor?
- The Future of Investing: Man vs. Machine
- Weathering the Market Storms
