Team

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Team

Chris Wolff, CFP®

SVP, Director of Financial Planning
Direct: 816-859-7387
Email: [email protected]

Chris Wolff

Chris Wolff is Senior Vice President, Director of Financial Planning with Country Club Trust Company. Chris works with a number of clients at Country Club Trust Company and Country Club Bank, providing customized comprehensive financial planning and client-specific planning solutions.

Chris has 18 years of experience in the financial planning and investment industry, beginning his career with American Century Investments before holding positions with investment advisory firms KHC Wealth Management and Creative Planning, Inc., where he served as a Senior Financial Planner. Immediately prior to joining Country Club Trust Company, Chris returned to his roots at American Century Investments and developed a comprehensive financial planning process for clients.

Chris received his bachelor’s degree and his MBA in Finance from the University of Missouri – Kansas City and is a CERTIFIED FINANCIAL PLANNER® practitioner.

 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

1 Ward Parkway • Kansas City, MO 64112 • 816-751-4200

Trust and Investment Services:

  • • Are not insured by the FDIC or any other federal government agency
  • • Are not deposits of, nor guaranteed by Country Club Bank, Country Club Trust Company or any of its affiliates.
  • • May lose value.

Country Club Trust Company (CCTC) is a division of Country Club Bank. CCTC does not provide legal or tax advice. For legal and/or tax advice, the services of a competent professional person or professional organization should be sought. Please also note that CCTC does not serve in a fiduciary capacity regarding all services provided such as with respect to custodial services or referrals.

Country Club Bank is an Equal Opportunity Employer