Christopher J. Neubert, J.D. CFP Founder (1980) and President Extension 204, firstname.lastname@example.org •Provides extensive experience and expertise in financial, estate, and investment planning. •Manages investment portfolios •Works directly with clients (i.e. meetings, phone calls, correspondence, etc. •Creates and implements strategic plans to help clients achieve their personal financial planning goals. •Participates actively in continuing education, seminars and workshops to remain at the forefront of knowledge and information in the planning profession.