Chris Knight
President & Chief Investment Officer at
Cornerstone Wealth Planning
Years of Experience
20 years
Number of Clients
450
Average Client Size
$1,000,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
We provide objective financial advice. We believe doing this in a comprehensive manner is best for clients. We are unique in that we have in-house specialists such as tax accountants and an estate attorney.
Clientele
We work with W2 professionals in their 50s or 60s, about 5-10 years from retirement. Kids are leaving the nest, and it's time to focus on building a retirement that's tax-smart and comfortable.
Services Provided
Tax Planning
Investment Management
Retirement Planning
Financial Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Education
University of North Carolina at Charlotte
Bachelor of science in Finance
Obtained in 2006
Advisor Links
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