Chris Troseth is a CERTIFIED FINANCIAL PLANNER TM practioner with over 20 years experience in the securities business. Chris works with clients to help them achieve financial independence. He partners with clients to identify and address issues in financial independence, estate, retirement, tax, charitable giving, insurance, and investment planning.
He is a Senior Wealth Manger with The Watchman Group in Plano Texas. Prior to joining The Watchman Group, Chris was the Senior Wealth Manager with a Registered Investment Advisory firm in North Texas managing $200 million. He personally managed client relationships totaling $80 million. Chris has also held floor-trading positions on the Chicago Board Options Exchange, worked as a Senior Trading Representative managing a block trading desk, and as a stock broker.
Chris received his CFP® designation in 2001 and passed the Uniform State Law (Series 63) examination. He enjoys soccer, tennis, and mountain biking.
Chris Troseth, CFP®
Senior Wealth Manager
The Watchman Group, Inc.
5045 Lorimar Drive, Suite 200
Plano, Texas 75093
O: 469-241-0122
chris@watchmangroup.com
He is a Senior Wealth Manger with The Watchman Group in Plano Texas. Prior to joining The Watchman Group, Chris was the Senior Wealth Manager with a Registered Investment Advisory firm in North Texas managing $200 million. He personally managed client relationships totaling $80 million. Chris has also held floor-trading positions on the Chicago Board Options Exchange, worked as a Senior Trading Representative managing a block trading desk, and as a stock broker.
Chris received his CFP® designation in 2001 and passed the Uniform State Law (Series 63) examination. He enjoys soccer, tennis, and mountain biking.
Chris Troseth, CFP®
Senior Wealth Manager
The Watchman Group, Inc.
5045 Lorimar Drive, Suite 200
Plano, Texas 75093
O: 469-241-0122
chris@watchmangroup.com