Investment Advisor Representative

Chris Kontz, Financial Advisor

Chris Kontz

Investment Advisor Representative and Licensed Insurance Agent

Chris took an interest in investing early, becoming an investor at a young age and licensed insurance agent immediately after graduating from the University of South Dakota with a BS in both Economics and Psychology. Today, after marrying and starting a family, his outlook has expanded to include both insurance and money management. His philosophy aligns closely with those familiar with FIRE (Financial Independence Retire Early), he believes the most important part for individuals and families is Financial Independence. Not everyone is able or interested in retiring early, however Financial Independence at any age provides peace of mind and the opportunity to live a happy, fulfilling life.

Planning Partner

There is no silver bullet when it comes to gaining Financial Independence. Further, what one defines as Financial Independence also varies from person to person. Keeping this in mind, Chris takes great care learning what his clients’ visions are for the future and assisting with the creation, implementation, and maintenance of their tailored plans. Chris enjoys helping those open to advice and ready to take the steps necessary to achieve their version of Financial Independence. When he is not in the office, he is at home with his wife and kids, enjoying their well-earned (and planned) freedom!

Chris Kontz:

  • Experiences:

    Investment Advisor Representative (IAR)
    Health & Life Insurance Broker

  • Address:

    2430 Estancia Blvd. Suite 206
    Clearwater, FL 33761

  • Contact:

    Phone: 727-223-8454 ext. 9

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