Gateway Financial Partners

Chris McCaman

CFA®, CFP® – LPL Financial Advisor in Wisconsin

Areas of Focus
Licenses and Registrations
  • WI Life and Health
  • Series 7, 6, 2, 63, 66 and 65*

*Held at LPL Financial

Education
  • University of California San Diego, BA in Economics
  • San Diego State University, MBA in Finance

 

Social Media

Contact Information

Gateway Financial Partners
1701 Washington St.
Manitowoc, WI 54220
920-482-6646
chris.mccaman@mygfpartner.com

Experience

My past experience has always taught me that the most important role I provide is doing the right thing for the client. I have been working in the financial services industry for 10 years, beginning with a position as a portfolio manager. After that, I spent 4 years as a financial advisor for Chase Bank in West Bend. In 2012, I made the decision to become an independent financial advisor.

I was drawn to the independence of running my own business, and in guiding and teaching people how to manage their finances and pursue their retirement goals. I am able to offer my clients valuable advice and a variety of investment options that best suit their needs. I love that I can help people manage their wealth and protect it by advising them on investment strategies and retirement planning.

I am a Certified Financial Planner (CFP®) and believe strongly in professional development and staying current with industry trends, so I attend conferences and seminars on a regular basis. In my free time, I am an avid reader and enjoy learning about economics and politics.

Day in my life

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