Chris Bauch specializes in the intricate work of financial plan design and analysis, seeking opportunities to enhance client outcomes and help them achieve their life goals. Whether it’s buying a dream home, funding their children's education, or ensuring a comfortable retirement - even into their 90s - Chris provides the guidance needed to make it happen.
For families focused on legacy planning, Chris models scenarios that illustrate how they can leave meaningful gifts to the next generation or their chosen charity. She carefully considers tax implications, presenting the best strategies to accomplish all of the family's goals.
Chris Bauch is a Fractional Certified Financial Planner™ for growing wealth advisory firms. She provides virtual outsourced financial planning services for Registered Investment Advisors to present to their clients.
5-Star Testimonials Include:
“I greatly appreciate Chris's assistance over the years, her attention to detail and her knowledge of eMoney. She took the time and effort in making sure every client’s goal was taken into consideration. I highly recommend her services.” Krista Kirby, CFP®, Affinity Wealth Management Group
"For a financial advisor and fiduciary who wants to create a great plan for their clients, Chris is a significant resource and asset. Her attention to detail and capacity to catch the nuances of a client case will help advisors who can no longer afford the time it takes to create a comprehensive financial plan for their clients to sleep better at night." Rich Arzaga, CFP®, CCIM, Certified Financial Planner, Adjunct Professor, UC Berkeley Personal Financial Planning
About Chris Bauch, CFP® Virtual Paraplanner
Chris Bauch, a Certified Financial Planner™ and Paraplanner, provides virtual paraplanning services to growing wealth advisory firms through her company, ParaPlanNet LLC, which she founded in 2021. Specializing in crafting financial plans using eMoney and RightCapital, Chris brings a wealth of experience from her early career as an advisor, selling life insurance and annuities.
She spent five years at American Century Investments, advising top-tier investors on their portfolios and supporting their financial needs. During her time there, she worked in the Denver Call Center, the walk-in Investor Center, and represented the company at employee benefit fairs across the Denver metro area. Additionally, Chris led seminars on investment and retirement planning for diverse audiences.
In her free time, she enjoys the scenic mountains of Colorado, where she loves hiking, cross-country skiing, and camping.
According to Chris, “I have an insurance background, and I still carry my State of Colorado Life Insurance license so I can keep up with current insurance trends and products. This gives me the edge for advisors who don't know the insurance side of financial planning. I can run insurance needs analysis, review planning clients' current insurance policies (Life, Annuities, LTC, Disability, Umbrella, etc.) and if needed research alternative insurance products from available sources and provide analysis on the right fit for your client.”
chris.bauch.paraplannet@gmail.com
Media Contact
Name
ParaPlanNet LLC
Contact name
Chris Bauch
Contact phone
(303) 366-1849
Country
USA
Url
https://www.paraplannet.com/
