Christopher K Winn CDFA®, CFP®, MBA


Interactive Wealth Advisors, Inc.

1001 SW 5th Ave.
Suite 1100
Portland OR 97204
Get directions
503-220-1623


Christopher Winn is a fee-only financial planner with more than 15 years’ experience.  He is a CERTIFIED FINANCIAL PLANNER™ professional and is among the 1 percent of advisors nationally to have taken the NAPFA fiduciary oath to always act in his clients’ best interests.  His practice focuses on individual comprehensive financial planning with a specialty in divorce planning and analysis.  (Comprehensive financial planning helps clients reach their goals and objectives by analyzing their current net worth, cash flow, taxes, investments, retirement, education, insurance and estate planning needs.)


Mr. Winn has worked with over 100 post-divorce financial planning clients since 1997.  In 2010, Mr. Winn started offering pre-divorce planning services as a trail consultant to attorneys and financial mediator to families going through divorce.  As a Certified Divorce Financial Analyst®, Mr. Winn helps his clients understand the short and long term financial implications of proposed divorce settlements.  For example, he may review, analyze and consult on: 




  • How income and capital gain taxes will impact their proposed property divisions

  • Tax implications of spousal and child support

  • Understanding pension valuations, QDROs and retirement plan divisions

  • Tracing marital property and separate property

  • Lifestyle Analysis to support alimony claims



 

Chris has been recognized as a Top 50 Advisor nationally by Bank Investment Consulting magazine and a Five-Star Wealth Advisor in Portland Monthly magazine since 2011.  He has been quoted in The Street.com's sister magazine Main Street, a featured Fee-only financial advisor in Kiplinger's "Jumpstart Your Retirement" and given numerous presentations to a wide range of groups from the Oregon Trial Lawyers Association to Intel.  Chris is active in the community through the Beaverton Rotary and in his spare time enjoys golfing, running, BBQing and chasing his Great Danes around the neighborhood.

 


Experience


 



  • Fee Only Planner, Interactive Wealth Adivsors (2013 to present

  • Fee Only Planner, CMC Advisers, LLC (2011 to 2013)

  • Business Owner, Ameriprise Financial franchise (2005 – 2011)

  • Senior Financial Planner, CUSO Financial (2000 – 2005)

  • Financial Advisor, Prudential Securities (1997 – 2000)

  • Controller/Managing Director, West Winn Products, Inc. (1987 – 1997)



Professional Activities


 



  • Institute of Divorce Financial Analysts, member

  • National Association of Personal Financial Advisors (NAPFA), member

  • Oregon Trial Lawyers Association, member

  • Estate Planning Council of Portland, member

  • World Future Society, member

  • Beaverton Rotary Foundation board member

  • Beaverton Rotary Club - Scholarship Chair, Editor and past Director



Education


 


MBA in Finance, South University 2012


Certified Divorce Financial Analyst, 2010


Certified Financial Planner® designation, 2003


Bachelor of Science in Business, Portland State University