Chris Toadvine, CFP^®, AIF^®, MS

I’m a CFP® professional with more than 20 years of experience providing comprehensive financial planning and investment advice. I believe you, the client, are best served in a holistic relationship that coordinates investments, income taxes, insurance, retirement, and estate planning so every decision works together. I strive to explain complex topics in a straightforward, understandable way, and clients often describe me as thorough, patient, and thoughtful.

Committed to lifelong learning, I earned a Master’s in Personal Financial Planning from Georgia State University and a Bachelor’s in Business from Florida State University. I work to balance professional involvement and family life, and I’ve served with the Financial Planning Association of Central Florida, Heart of Florida United Way, Restore Orlando, Kingdom Advisors, my church, and several youth sports organizations.

When I’m not working with clients, life is happily busy. I love time with my wife, Teri, our daughters, Emma and Avery, our son, Ethan, and our two dogs, a neurotic Doberman named Roxy and a Frenchie named Ruby. My favorite off-hours include exercising, reading, traveling, and anything that brings the whole crew together.