Get to know Chris Dolan, MBA, CFP®

Financial advisor Bellevue Chris Dolan, MBA, CFP®

Chris Dolan, MBA, CFP®

Regional Vice President - Private Wealth Manager

Chris Dolan is an E.A. Buck Regional Vice President and Private Wealth Manager. Chris has been a CERTIFIED FINANCIAL PLANNER™ professional since 2012 and has over 20 years of experience in the financial services and sales industry. Over the years, Chris has worked for WM Financial, Fidelity Investments, Charles Schwab, and most recently was a Senior Regional Financial Planner with Robert W. Baird where he served clients in Washington, Oregon, California, and Arizona. Chris holds Series 6, 7, 63 and 66 licenses, and Life and Disability.

E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC.  Investment advisory services offered only by duly registered individuals through Buck Wealth Strategies, a Registered Investment Adviser.  MAS and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies and MAS are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.