As a certified scuba diver, I’ve had the opportunity to dive in many beautiful locations, including sites in the Caribbean Sea, the Gulf of Mexico, and the Atlantic and Pacific Oceans.
”Chris Derisley
Partner, CFP®, CPWA®
Experience
As my clients’ personal CFO, I help them navigate their customized financial plans to move towards their short-term and long-term financial goals. I lead our high-net-worth advisory practice where our dedicated team of advisors and I provide holistic, unbiased financial guidance related to investments, retirement, multigenerational estate planning, charitable giving, and personal taxes. High-net-worth individuals and families frequently turn to me to provide comprehensive wealth management strategies that are tailored to their unique needs.
I am a past chair of our research committee and past member of our investment committee, where I helped shape portfolio strategy and our manager due diligence and selection process for years.
I received my M.B.A. from Wayne State University and my B.A. in finance from Michigan State University, graduating with distinction as a Financial Markets Institute Scholar. I’m currently vice president of the Washtenaw Estate Planning Council, and I’m a member of the Certified Financial Planner Board of Standards and the Investments & Wealth Institute.
Outside of work, I enjoy spending time with my wife, Jessica, and our daughters, Lennon and Kirby. We like being outdoors as often as we can while golfing, swimming, and enjoying time together.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.
Awards or inclusion on ranking lists are not indicative of future performance or representative of any one client’s experience. Selection criteria will be provided upon request.
