Wealth 360, LLC

Specialties

Fee-​only Financial Planning

Investment Management

History

Established in 2006.

Wealth 360 Advisors is an independent fee-​only financial planning and investment management firm of Certified Financial Planners™. We offer Financial Planning, Investment Management, Insurance Planning, Retirement Planning, Tax Planning, and Estate Planning. We create a financial plan so you know where you are, where you’re going, and how you’re going to get there. With this peace of mind you can enjoy life and the people around you. That’s why we say «Wealth 360: A Condition of Well Being.»

Meet the Business Owner

Chris S.

Business Owner

My name is Chris Staples and I am a Certified Financial Planner™ professional.

I entered into this intriguing profession almost two decades ago (1992 to be exact) and I am still enjoying the adventure.

My first years were served with a large financial institution. However, in 2005 the itch to venture out and serve consumers through my own business was too great to ignore.

I hold a business degree from Indiana Wesleyan University and the Certificate of Financial Planning from Oglethorpe University. I am a Certified Financial Planner™ professional under the Certified Financial Planning Board of Standards and a current member of the Financial Planning Association where I sit on the Board of Directors as the Pro Bono Chair.

Additionally, I served as President of the National Association of Insurance and Financial Advisors North-​Metro Atlanta Chapter [2004−2005].

I am the Principal owner of Wealth 360, LLC.; a fee-​only Registered Investment Advisor firm located in the greater Atlanta Area.