Basic Information
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Company
Tasik Financial Strategies -
Profession
Wealth Management and Financial Planning -
Title
CERTIFIED FINANCIAL PLANNER™ professional -
About me
Chris is the founder of Tasik Financial Strategies and a CERTIFIED FINANCIAL PLANNER™ professional. He built the firm around a simple idea: that someone should be designing and coordinating the whole plan, not just managing one slice of it. As a fiduciary, he’s required to act in his clients’ best interests, and as an independent advisor, he’s free to recommend what fits your plan.
In his community, Chris is a member of the Kiwanis Club of Nashville, Treasurer and Past-President of the Kiwanis of Nashville Foundation, and on the Executive Leadership Team of the Nashville Step Out to Stop Diabetes Walk.
Professionally, he is a member of the Exit Planning Exchange, Grapevine Group Advisory Board, and the Financial Services Institute. -
Unique Selling Proposition
Chris Tasik, CFP®, works as your financial architect: he designs the plan first, then coordinates with your CPA, estate attorney, and insurance professionals so their decisions follow the same blueprint. Services include financial planning, investment management, tax management, insurance planning, and business retirement plans.