Biographies

Biographies

Christopher R. Cadieux, CFA®, CFP®, AIF®, PPC

Chartered Financial Analyst

Chris R. Cadieux has more than 28 years' experience in the investment and retirement planning industry. Since 1989, he has worked with individuals and businesses to design and implement investment portfolios to create strategies for wealth accumulation, retirement, and college funding.

Education

Gonzaga University, 1989
Bachelor's in business administration
Double major in finance & economics

College of Financial Planning, 1994
CERTIFIED FINANCIAL PLANNERTM certification
Description: The CFP® certification requires passing six tests, in addition to a cumulative final. The topics covered include investment planning, retirement planning, estate planning, insurance, and comprehensive financial plan construction.

Association of Investment Management & Research, 2003
Chartered Financial Analyst® designation
Description: The CFA designation requires passing three, six-hour tests in succession over a minimum period of three years. The course includes graduate-level material in quantitative investment management, portfolio design and implementation, statistical analysis, currency valuation, financial statement analysis, and macro- and microeconomics.