Christopher D. Rich, CFP® Owner/Wealth Advisor
Chris is the co-founder and a Wealth Advisor of EnRich. He is a Certified Financial Planner™ (CFP®) professional. The CFP® certification is the widely recognized standard of excellence for competent and ethical financial planning. Before obtaining this certification he had to complete extensive education and experience requirements and then pass the comprehensive CFP® Certification Exam. As a CFP® professional, Chris is held to a fiduciary standard of care where he must act in the best interests of his clients over his own, at all times.
Chris sits on the firm’s Investment Committee and also serves as the firm’s Chief Compliance Officer as well as a key driver of the firm’s vision. He has been instrumental in helping EnRich grow to a full-service fiduciary based independent advisory firm serving more than 220 families. Chris began his career in the personal financial planning and investment management profession in 1993. Chris specializes in holistic wealth management for independent professionals, business owners, physicians, and retirees. He commits himself to helping clients achieve lasting success and true financial peace of mind.
Chris has been featured as a financial expert in The Madison Business Journal, as well as on local TV stations. He has been a guest speaker and seminar presenter on the topic of financial planning for many companies in the Madison area. Selected in 2006 as one of In Business Magazine’s 40 Under 40, showcasing 40 emerging Madison leaders under the age of 40, Chris is also listed in their Executive Directory.
Prior to launching EnRich Financial Partners LLC, he was a Senior Vice President at Financial Planning Services, Inc., a Registered Investment Advisor services firm in Madison. He graduated from the University of Wisconsin-Madison with a B.S. degree in Economics.
Chris serves as Treasurer of the Franklin-Randall Parent Teacher Organization (PTO). He also serves on the board of the Wisconsin Youth Symphony Orchestra (WYSO) and is their past Treasurer. Chris is an active member of the Rotary Club of Downtown Madison and is also a former board member of the Madison Jaycees service and leadership organization for young people ages 18-40.