Broker Check
Chris Csenge, CFP®

Chris Csenge, CFP®

Financial Planner

Chris joins Csenge Advisory Group with experience from Merrill Lynch and Fidelity Investments. While with Merrill Lynch Chris supported their financial advisors around the country with account setup and maintenance as well as general tax questions. He later transitioned to Fidelity investments where he worked for several years. While at Fidelity he helped create and enhance prospect/client relationships on a national level, educated clients on better understanding the financial markets and advising them in making their own financial decisions. Chris also worked with high net worth individuals on the fixed income desk to help structure and maintain their own personalized fixed income portfolios.

Chris graduated from the University of North Florida with a bachelor’s degree in Business Management, he has also completed the additional education requirements to become a CERTIFIED FINANCIAL PLANNER™ professional.

Outside of the office Chris enjoys spending time with family and friends, exercising, surfing, snowboarding or anything else that can keep him outside and active.

 

Registration and Licenses

  • Series 7 (General Securities)
  • Series 63 (Blue Sky)
  • Series 66 (Investment Advisor)

Professional Degrees & Certifications

  • University of North Florida, B.A. Business Management
  • Licensed Certified Financial Planner (CFP®)