Christopher Gavin CFP®, CRPC®, CMFC® - President & Lead Advisor
Chris is the Founder & Lead Advisor of Squareknot Advisory Partners. Chris’s daily focus is the development and delivery of his firm’s advisory relationships and a world class service experience to every client.
Chris began his career with the broker dealer Waddell & Reed in 2003, starting his own practice directly out of college. Chris’s client centric focus emphasizing on the financial planning process and providing a robust service engagement has earned him several industry and firm level awards during his career. Waddell & Reed Financial Advisors was sold to longtime independent channel leader, LPL Financial in 2021. Chris continues to provide senior leadership with strategy and platform advice as they evolve and develop Squareknot's client facing capabilities.
During his day-to-day work with clients Chris and his team work closely to define their goals & objectives, gather thoughtful data to analyze and, finally, present clients with carefully outlined strategies. These individualized plans are continually reviewed over time to help keep clients on course. Chris and the team strive to deliver a robust client experience throughout the year, at the core of which lies regular, meaningful communication on all fronts.
Chris has held the coveted Certified Financial Planner certification since 2007 and also holds the Chartered Retirement Planning Counselor (conferred by College for Financial Planning) and Chartered Mutual Fund Consultant designations. His commitment to maintaining the highest levels of expertise is embodied by his participation in ongoing professional education and training.
Chris loves spending time with his son Jake and enjoys playing an active role in Jake’s activities such as coaching his sports teams and helping his Cub Scout pack. In his spare time, he enjoys cooking, traveling, mostly to his camp in the northwest mountains of Maine, enjoying the outdoors in all formats, and working on his private pilot’s license.
(04/20)