Christopher McCall, CFP®, CIMA® Avera Wealth Advisors

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About Christopher McCall, CFP®, CIMA®

Chris is an experienced wealth advisor who collaborates with and guides clients on all matters relating to their financial lives (cash flow, taxes, investments, education funding, insurance, estate planning, charitable planning, estate planning, etc.). He takes time to understand his clients’ unique circumstances, concerns, and what they truly value in order to help clarify life goals and plan around potential pitfalls. His objective is to help clients feel in control of their complete financial picture, feel secure knowing that someone is proactively looking out for them, and ultimately achieve financial freedom so they can pursue what matters most to them.

Chris is a 2018 graduate of the Catholic Charities Atlanta Leadership program and a 2019 graduate of the Philanthropic Advisor Leadership Institute, led by the three Balser Professional Advisors Council partnership organizations: the Community Foundation for Greater Atlanta, the Jewish Federation of Greater Atlanta, and the United Way of Greater Atlanta.

Chris is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He is also a member of the Investments & Wealth Institute and holds the Certified Investment Management Analyst (CIMA®) designation, completing the program administered by the Wharton School of the University of Pennsylvania.

In his personal time, Chris enjoys spending time with his wife and four children, reading, exploring the outdoors, and staying active within his church and children’s school.

Quotes to inspire:

“When your values are clear to you, making decisions becomes easier.” – Roy E. Disney

“Love begins at home, and it is not how much we do, but how much love we put in the action that we do.” – St. Teresa of Calcutta (Mother Teresa)

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Ideal Clients

  • Portfolio Management
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options:

  • Monthly Fee: $400+/mo
  • Quarterly Fee: $1,200+/qtr
  • Flat Fee: $4,800+/engagement

SEC Records:

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