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As relationship manager at Navitas Wealth Advisors, Chris Fay collaborates with clients to better understand and help identify opportunities for creating success in four distinct areas: personal, business, financial, and legacy wealth. For many clients and their families, their business is often their single largest and most valuable financial asset. Most know exactly why they were inspired to start their company. Seldom do they know, however, how they will convert an illiquid controlling interest into a comfortable retirement lifestyle when they make the decision to step away. In concert with the firm’s innovative wealth management experience, Chris guides clients through the distinctive challenges in their situations and helps develop an overall, coordinated strategy that is critical for success.

Throughout his career, Chris has enjoyed coming alongside others as they manage the complexities associated with financial and family wealth. He has served business owners, professionals, and C-Level executives for public and private companies. He helps them establish goals and objectives and move forward on a course toward better outcomes for themselves and their families.

Chris entered the financial services industry in 1988, after attending the University of New Mexico on an NROTC scholarship and serving in the United States Navy. In his free time, he enjoys reading, mentoring, and volunteering for various children’s charities.

Contact

  • LinkedIn

214-616-1922

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