Chris Watson is an Independent Wealth Advisor focused on building tailored financial plans to help clients achieve their goals. His career began in 2009 after receiving a Bachelor of Arts in Economics from Otterbein University. Chris’ passion for creative financial solutions continues to grow with each client he has the privilege to work with.
This passion led him to achieve his Certified Exit Planning Advisor designation. This allows him to support business owners with succession planning and the transition of a business.
In 2022, Chris joined WealthSource to help clients grow, protect, and ultimately transfer their wealth. WealthSource’s robust wealth management platform and entrepreneurial spirit align with Chris’ goals for both himself and his clients.
When working with Chris, you can expect an educational approach. His aim is to help you better understand what tools and strategies are available to help you succeed. Chris is also vigilant in pursuing alternative investment options that are specific to each client’s objectives.
Chris enjoys working with motivated, hard-working individuals. Allowing Chris to be your financial resource could alleviate a lot of pressures that arise as your wealth continues to grow.
Chris and his wife, Brook, live in Dublin, Ohio. You can often catch them out and about in their mixed-use neighborhood of Bridge Park. They enjoy traveling, especially to walkable cities where they can explore the food scene. Chris also likes to sneak away to the golf course whenever he gets the chance. On Saturdays in the Fall, you’ll find him rooting on the Ohio State Buckeyes.
The Certified Exit Planning Advisor (CEPA) credential is conferred by the Exit Planning Institute, Inc. To obtain the CEPA credential, an individual must complete the CEPA Program, a four-day in-person or five-day online program designed to show advisors how to help business owners align their business, personal and financial needs in the exit planning process, pass a closed book proctored examination, and pay an examination fee. In order to maintain the CEPA credential, individuals must complete 40 hours of continuing education every three years and pay an annual fee.