A Registered Investment Advisor (RIA) with a Chartered Financial Analyst (CFA) and Certified Public Account (CPA) offering uncommon expertise with investment services and financial planning. Our Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) credentials are among the most respected in the financial industry.
In choosing advisors, wise investors look beyond sales pitches for the highest levels of documented expertise. Our Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) credentials are among the most respected in the financial industry, and we are passionate about using that expertise to help you meet your financial goals.
In choosing advisors, wise investors look beyond sales pitches for the highest levels of documented expertise. Our Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) credentials are among the most respected in the financial industry, and we are passionate about using that expertise to help you meet your financial goals.
Services
Christian is uniquely qualified to help individuals and families meet their most important financial goals. His professional designations include Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA), a rarity in the financial industry to have both. Prior to co-founding MacLean Capital Advisors, Christian served as a financial advisor at Merrill Lynch.
We believe clients who entrust their wealth to an advisor deserve to work with highly credentialed professionals. Portfolio manager, Christian MacLean, holds two premier designations in the financial services industry: Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA). This knowledge allows us to provide sophisticated investing and tax-management solutions tailored for each client's unique objectives.
A well-chosen retirement plan is one of the most valuable benefits that business owners can provide - both to themselves and to their employees. Because we understand the ins and outs of different retirement plans, we are able to accurately match particular plans with your specific goals.
The scope of our expertise comes from managing how much our clients are contributing and keeping an eye on the holdings in each retirement plan with the notion that we may re-balance them as necessary.By understanding your business and your goals, we can quickly pinpoint plan providers and administrators that are the best fit for you.
The scope of our expertise comes from managing how much our clients are contributing and keeping an eye on the holdings in each retirement plan with the notion that we may re-balance them as necessary.By understanding your business and your goals, we can quickly pinpoint plan providers and administrators that are the best fit for you.
With our CPA credentials and knowledge of taxes we can build clients tax-efficient portfolios that help avoid heavy tax implications that would otherwise decrease your net income. We do this through utilization of certain investment vehicles and types of investments that lighten the tax burden depending on the situation each client is in.
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