It takes as much energy to wish as it does to plan. ~Eleanor Roosevelt
Chris Burkhart joined the 5 POINT team and became a Financial Advisor* in 2018. She enjoys getting to know her clients personally, to understand what's important to them, and then helping them build a financial plan to pursue their goals.
She chose 5 POINT because our collaborative environment enables us to build deep, trusted relationships with our clients that put their interests ahead of our own.
Chris began her career at Dow Jones as a high yield bond analyst in Oklahoma. From there, she was transferred to the home office in New York City to head up a team of 15 people serving bond trading professionals at major Wall Street houses.
Chris and her husband enjoy spending time supporting and cheering on their two active daughters and trying to keep up with their even more active dog, Axel.
FPQP™, Financial Paraplanner Qualified Professional™
Securities licenses: Series 7 and 66
Life/Health Insurance Underwriter
*Chris Burkhart is a Registered Representative offering securities and advisory services through United Planners Financial Services, Member FINRA, SIPC. 5 POINT Financial and United Planners are not affiliated.
Bachelor of Science in Economics, University of Oklahoma
Check the background of this investment professional on FINRA's BrokerCheck
What is currently playing on your phone?
Music that makes me happy - all genres.
What do you want to be when you grow up?
What's the #1 destination on your bucket list?
Scuba diving on the Great Barrier Reef
Hometown: Norman, OK