Chris Pratt

Chris is the Managing Director of Cardinal Wealth Management. He is a Certified Financial Planner (CFP®) and has 12 years of industry experience working as an advisor at an RIA and an additional 6 years as a successful entrepreneur both in the US and Latin America. Cardinal Wealth is affiliated with Spire Investment Partners, a cutting-edge, independent registered investment advisory firm and broker-dealer with open access to custodians such as Fidelity, TD Ameritrade, Pershing, and Charles Schwab.

Chris specializes in the creation of personalized comprehensive financial planning for high-net-worth individuals, business owners, entrepreneurs, and nonprofits. The financial planning service is met by developing and executing a customized set of goals for each client through risk management, employee benefits planning, investment management, income tax planning, and estate planning.

Chris began his career as a financial planner for the Financial Consulate in Baltimore County, where he worked with business owners and high-net-worth clients. He has extensive business development and managerial experience both in the U.S. and across Latin America. Previous projects range from directing two major public programs in Colombia (+450 employees) and raising capital for ventures in the Baltimore area.