Christopher Zavecz, CFP®

Senior Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Chris is a wealth management financial advisor based in Bethlehem, PA.

Chris joined CAPTRUST from McQueen, Ball & Associates in 2019. He serves as a senior vice president and financial advisor responsible for providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals and families.

Prior to serving as a senior client service associate for McQueen, Ball & Associates, Chris was a senior financial planner with RKL Wealth Management for nearly 15 years. He has been in the industry since 1996 and holds the CERTIFIED FINANCIAL PLANNER™ designation. When not with a client, Chris likes to hike, play chess, and spend time with his family.

Education

  • Bachelor of Science degree in mathematics from Pennsylvania State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Memberships

  • Member, Financial Planning Association
  • Former member, Berks County Estate Planning Council
  • Board member, Berks Arts Council

Resources

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