"I have known Chris for many years. He is a bright, conscientious, detail-oriented individual who truly cares about me. He has always treated me as an individual and has gone out of his way to understand my financial needs and goals. He is incredibly responsive and responsible, and my interactions with him have always been professional, rewarding and educational. He consistently goes out of his way to accommodate my schedule and as a result have referred him to many of my colleagues. I would also like to highlight that Chris cares deeply about our community, and I feel privileged to have him as an advisor, consultant, and as a friend".

John A. Kern, M.D. Professor of Surgery


"My experience with Chris has been outstanding over the last 10 years. He is readily available to answer questions and provides up-to-date information. I never have felt pressured and have always been happy with his guidance and advice. His knowledge of the financial market is exceptional. We have many choices for financial advice in our community, but Chris Poe is clearly the top choice of our physicians."

A. Bobby Chhabra, MD Professor and Chairman Department of Orthopaedic Surgery



"Chris is exactly the right blend of competency and interpersonal skills. He is uniquely skilled at communicating important options in a clear and concise manner. His style is one of education and informed decisions; there is no undue pressure or sales. Chris would be tremendous for this new position".

Stephen S. Park, MD Facial Plastic Surgery


"Given my busy work schedule, I have found Chris to be flexible yet focused and thorough. His thoughtful and insightful approach to financial planning has already put me in a much stronger position. I will continue to recommend him without hesitation".

James J. Gangemi, MD Assistant Professor of Surgery Chief, Pediatric Cardiac Surgery


"My husband and I have had a wonderful experience working with Chris to get our financial needs and goals organized and working toward the biggest benefit for our family. He has been easy to work with around our busy work schedules, always making time in his schedule when we have time. It is clear that he cares about what is best for us for the future. I only wish we had met with him several years earlier!!".

Julie L. Huffmyer, MD Associate Professor of Anesthesiology


"Chris is thorough in reviewing all aspects of his clients’ financial future, and suggesting the most suitable options, depending on their personal and professional goals. He has always been available and extremely prompt and efficient in expediting various transactions. I confidently suggest his as a source of financial guidance to friends and colleagues".

Carl Lynch, III, MD, PhD Professor of Anesthesiology


"Chris has been a tremendous "asset" helping me and my wife plan for our financial future, especially as we think about college for our children. He is patient, knowledgeable, accessible, and very responsive to our questions and concerns. He is local, part of our community, and that has made a big difference in our relationship; he is never too busy to answer a call or respond to an e-mail".

Bradley Kesser, MD Otolaryngology - Head and Neck Surgery


"I have worked with Chris Poe for several years and he has been instrumental in developing a financial plan for my family. He is very responsive and accessible. He has provided great financial insight on issues of disability, life, and long-term care insurance. I have been very pleased with the personal service he has provided over the years."

George Hashisaki, MD. Otology, Neurotology Otolaryngology


"I felt no pressure from Chris from the beginning. I really felt that my financial future was the most important issue. I have recommended Chris to many of my colleagues, because I feel he has the right approach and attitude to these very important issues."

Jeffrey Young, MD. Associate Professor of Surgery and Emergency Medicine Director


"I have always had a great experience with Chris. He is always accessible and has always provided me with very important and valuable suggestions regarding my investment portfolio. I really feel that my financial future is in the best hands and therefore have recommended Chris to many of my colleagues. I think Chris would be an outstanding asset to UPG".

Jacob Raphael, MD. Associate Professor of Anesthesiology


"I have had a great experience having Chris handle my financial concerns. He had a lot of great suggestions and tailored his advice to my interests and individual circumstances. He has accommodated his schedule to my busy calendar and has taken extensive time to meet with me whenever needed. I believe he would do a great job working with additional physicians".

Jamieson Bourque, M.D., Assistant Professor of Medicine and Radiology


"For someone like myself with very little financial background it has been a real pleasure working with Chris. He is extremely personable and that has helped foster a very good working relationship. He has always been readily accessible and very accommodating to my busy schedule. Most importantly he is tremendously knowledgeable and has provided my wife and I with several solutions to maximize our savings and secure of financial future. I would recommend Chris to any of my colleagues".

Sean T Corbett, MD Assistant Professor of Urology


"Chris has been an advocate for our family and a vital source of knowledge in navigating our financial needs. It is a privilege to work with him and he has been flexible with our busy schedules. He has quickly become a family friend and I would recommend him to any of my colleagues".

Ryan P Smith, MD Assistant Professor of Urology





The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Christopher C Poe

Christopher C Poe, CFP®, ChFC®, CLU®

Wealth Management Advisor


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