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Chris Barto, CFP, CEPA, CMT

 ExitMap Affiliate

 
 
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Chris Barto, CFP, CEPA, CMT:
Assistant Vice President and Relationship Manager, Washington Trust ➤

Chris Barto has more than 20 years of experience working with institutional and private investors. As a fiduciary advisor, Chris appreciates the freedom to develop a portfolio that is most in line with a client’s particular goals — whether planning for the transition or sale of a business, or structuring financial independence for a client’s retirement. Chris leverages his training and experience to provide well-coordinated financial planning and wealth management. A Certified Financial Planner™ professional, he strongly believes that each client engagement with Washington Trust Bank should start with solid financial analysis in order for clients to meet their goals, considering all critical issues.
 

  • Listing ID: 6858
  • Professional Class: Exit Planner, Financial Planner
Contact details

717 W Sprague, 9th Floor, Spokane WA, 99210USA: Washington - Spokane Area,USA: Washington Show phone number https://www.exitmap.com/watrust/

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