Christopher Zavecz, CFP®

Christopher Zavecz, CFP®

Senior Vice President,
Financial Advisor

  • Bethlehem, Pennsylvania
  • Steven Mitchell’s New English Version Tao Te Ching
  • My wife Bethany, Thomas Dymek, and Brad Carvellas.
  • There are many people who think that success and excellence are the same thing. They are not the same thing. Excellence is something that is lasting and dependable and largely within a person's control. In contrast, success is perishable and is often outside our control. If you strive for excellence, you will probably be successful eventually. People who put excellence in the first place have the patience to end up with success. An additional burden for the victim of the success mentality is that he is threatened by the success of others and he resents real excellence. In contrast, the person that is fascinated by quality is excited when he sees it in others. ~ Joe Paterno
  • Humor, engaging, energetic

Financial Advisor

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

News & Resources

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