Christopher R. Oberholzer
Wealth Dimensions Group
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $500,000
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 1992
Areas of expertise:
- Divorce planning
- Charitable and Planned Giving
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
Further information about Christopher R. Oberholzer:
Chris is a graduate of the University of Dayton, with a Bachelors degree in Business Administration. He received his Certified Financial Planner designation in 1993.
In his spare time Chris enjoys water sports, cycling and photography.
Compensation and Fee Structures:
Fee based investment management and financial planning
Licenses, Certifications & Affiliations:
Not specified
Education:
BS Business Administration University of Dayton 1989
Major: Finance
Minor: Economics
CFP 1993
Will provide references upon request?
Yes
Further information about Wealth Dimensions Group:
(Size of firm: 0-9 advisors)
Wealth Dimensions Group is a Registered Investment Advisor providing fee based investment management and financial planning to affluent individuals and small businesses.
Contact Information for Christopher R. Oberholzer
Phone: (513) 554-6000
Please support us by letting this advisor know you found them through Boomerater
Fax: (513) 554-6006
Address for Christopher R. Oberholzer:
Suite 300
11300 Cornell Park Dr
Cincinnati, OH, 45242
Request a COMPLIMENTARY consultation from this advisor!
Fill out the form at the top of the page
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.
Have Christopher R. Oberholzer contact you
Do not submit account or other confidential information via this form.
