Christopher T. Blais

Further information about Christopher T. Blais:

Chris serves as True North's Chief Investment Officer and Money-Coach.

He holds a Bachelor of Business Administration and a Master of Trust and Investment Management (MTIM) from Campbell University. The MTIM program, the only graduate-level trust and investment management program in the country, is registered with the Certified Financial Planner Board of Standards, Inc. and the American Bankers Association and meets all prerequisite education requirements for the Certified Financial PlannerTM and the Certified Trust Financial AdvisorTM industry designations.

He is a Certified Estate AdvisorTM practitioner and an Investment Advisor Representative. Mr. Blais is also a graduate of the Southeastern Trust School and has completed the NASD sponsored series 7 and 66 securities examinations. Chris is also licensed in life, health, disability, long-term care, and Medicare supplement insurance.

Mr. Blais volunteered for a tour of duty in Iraq in 2005 where he served with the 101st Airborne Division as a company commander. He was awarded the Bronze Star Medal and a Combat Action Badge and he continues to serve in the North Carolina National Guard.

Compensation and Fee Structures:

Fee-only

Licenses, Certifications & Affiliations:

Registered Investment Advisor with the State of North Carolina Securities Division.

Education:

Bachelor of Business Administration
Master of Trust and Investment Management
Southeastern Trust School
Certified Estate AdvisorTM.

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Further information about True North Financial Advisors, LLC.:

(Size of firm: 0-9 advisors)

Welcome to True North, where our goal is to help everyday people achieve the life they desire. We believe that our financial life is 90% what we make of it and 10% what happens to us. This simply means that we believe a client's financial life will be shaped primarily by their own decisions.

Our purpose is to help organize and optimize our client's financial resources and develop a sound financial "Life Plan" with them.

A "Life Plan" is a goal-oriented, whole-life approach to personal finances. We work closely with our client to identify dreams, goals, as well as their resources and constraints. We then create a plan to guide our client toward their goals and help coach them along the way.

As a fee-only planning firm, we are paid by our clients. We do not accept commissions or sell financial products. The result is an unbiased financial plan created by a professional who is committed to acting as a fiduciary in a client-centered relationship.