Chris Shoup, CFP® Southshore Financial Planning

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About Chris Shoup, CFP®

Hi, I’m Chris – Principal and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them through the complexities of finance so they can live life to the fullest.

This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one cohesive strategy.

Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 17 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice.

On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.

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Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $183+/mo
  • Quarterly Fee: $550+/qtr
  • Flat Fee: $2200+/engagement
  • Hourly Fee: $250+/hr

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