![]() ![]() Performance and integrity have helped us earn our clients trust and confidence for almost. One partner to address the most abrasive aspects of the healthcare financial experience with purpose-built solutions. Gray gives you access to a diverse array of alternative investment offerings for accredited investors, as well as access to a network of high-caliber professionals, educators, and trusted advisors for your family. We are committed to act in our clients best interests at all times. He earned both his Master’s degree and Bachelor’s degree from the University of Washington, and he serves on the Board of Directors for the Association of Washington Business. Financial advisors through the Stages channel offer a no cost consultation and provide an overview of your financial life with proposed solutions for you to. As a Certified Financial Planner®, a Certified 401(k) Professional®, and a Chartered Retirement Plan Specialist®, Kristofer helps accredited investors and entrepreneurs navigate the complexities of alternative investments and creates tailored financial plans on behalf of their families. Travis Pleasant Risk & Wealth Specialist E: tpleasantipfinancial.ca T: (780) 416-4490. He earned his doctoral degree in Business Administration from Pepperdine, and has contributed knowledge to his profession through his research. Oaktrees mission is to deliver superior investment results with risk under control and to conduct our business with the highest integrity Strategies Insights. Gray facilitates educational retreats for family offices with other nationally recognized thought leaders in the areas of generational wealth, family business, succession planning, private equity, and philanthropy.Įducating families and heirs is a hallmark of Dr. Integrity Plus Financial Solutions, LLC is a South Florida based company committed to 'Taking Care. He specializes in family wealth and estate planning, private equity and alternative investments, family foundations, trust structures, and private placement life insurance contracts. Kristofer helps entrepreneurs and family owned businesses create a road map for both the qualitative and quantitative aspects of wealth and succession planning. Kristofer Gray, CFP® serves as a Family CFO for entrepreneurs, entertainers and professional athletes. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |