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Kristopher Olexy, CFP®, AIF®, CLU®

Kristopher Olexy, CFP®, AIF®, CLU®

Advanced Planning Advisor

For nearly a decade, my clients have chosen to work with me because I provide financial solutions built on trust. What this means to you is that I spend the majority of my time focused on client's  concerns to ultimately uncover their vision of a fulfilling life.  The real benefit is that my clients have confidence and clarity knowing they've addressed their financial concerns in a sound manner.

Professional Services

· Financial Needs Analysis

· Investments

· College Funding

· Products and Services for Retirement Planning

· Fee-Based Managed Accounts

· Estate Conservation Strategies

· Personal and Business Insurance

· Life Insurance

· Long-Term Care Insurance

· Disability Income Insurance

 

Professional Qualifications

· FINRA Series 6 Securities License

· FINRA Series 63 Securities License

· FINRA Series 65 Securities License

· FINRA Series 7 Securities License

· Life/Health License

· Agent with John Hancock since 2002

· NAIFA, Member

· Manages Team of Advisors in Richmond Office

 

Personal Affiliations

· Alumnus of Virginia Tech, earned B.S. in
Management Science and Information Technology and B.A. in Spanish

· Richmond Hokie Club, Member

· Virginia Optometric Association, Member

· Council of Independent Colleges of VA, Member

· Member of St. Mary’s Catholic Church

· Married to Cara Trites Olexy

· Two children, William and Ryan

· Enthusiast: Live Music, Golf, Tennis, Running

 

 

Phone (804) 665-1518