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Kristopher T. Olexy, CFP®, AIF®, CLU®

Kristopher T. Olexy, CFP®, AIF®, CLU® 

Advanced Planning Advisor

Having established his practice in 2002, Kris focuses on helping individuals, families, and business owners achieve and maintain financial independence. Knowing that continued education is critical to providing the most up to date solutions and strategies for clients, Kris upholds the Chartered Life Underwriter (CLU®) designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Kris is a 9 time qualifier of the ACE (Achieving Client Excellence ) Award. In addition, Kris has been the recipient of NAIFA’s Top 4 Advisors under the age of 40 as well as being named a FIVE STAR Wealth Manager by Richmond Magazine 2012, 2013, 2014, 2015. Kris and his wife, Cara, have two children, William and Ryan. Kris moved to the Richmond area in 1990 and currently resides in Bon Air. He is a 2000 graduate of Virginia Tech and in his free time enjoys spending time with his family, exercising, and watching college football.