ClimbWise Financial Planning

The Top 2%. 🏔️

We are thrilled to be featured in The Advocate, highlighting our founder and lead advisor, Chris McGhee’s journey to becoming a CERTIFIED FINANCIAL PLANNER® professional.

Earning the CFP® is one of the most rigorous paths in finance. To do so after nearly four years of coursework, exams, and late-night studying—all while building a business and doing life—is a testament to the "stay the course" philosophy we preach here at ClimbWise Financial.

As a Black financial professional in a field where fewer than 2% hold this credential, Chris is committed to leading by example and providing elite, specialized strategy to our clients. While we currently serve families in 26 states, that number is only growing, and we are truly honored by the trust our clients continue to place in us as we grow together.

Plan. Ascend. Enjoy.

See the full feature here: http://spr.ly/6185hmhUW

Celebrating the season of gratitude, growth, and teamwork. Wishing everyone a very Merry Christmas🎄