About Long Financial Planning - Long Financial Planning
We serve both individual clients with personal financial planning, and small business and non-profit clients with retirement plan advice for their 401k or 403b plans.
Long and Associates LLC operates on a Fee-Only basis.
What does this mean for you?
We do not accept any commissions, kickbacks or other third party compensation!
We are independent of any Broker, Insurance Company, or Mutual Fund Company – we put your interests first.
We are Certified Financial Planners, CFP(r), and NAPFA Registered Financial Advisors, meeting the highest standards for competency and ethics in the industry.
Chris Long has a deep business background and education, including degrees from Yale and Stanford, and work experience with PepsiCo, Kraft, and Microsoft.
We do not sell anything except our advice. We offer complete transparency with no hidden agendas.
Chris Long
CFP® NAPFA Registered Financial AdvisorTM
Chris is passionate about breaking the old mold of financial advising. Unlike most advisors who sell products and earn commissions from product sales. Chris does not sell any products, or receive any commissions, kickbacks, or third-party compensation. Chris acts as a fiduciary in all aspects of his work with his clients.
Chris earned is CFP® credential in 2005 and has been a member of the National Association of Personal Financial Advisors since 2002.
Chris lives in Chicago with his husband in an old building that is constantly under renovation to recreate the original 1890s charm of the place.
Affliations
National Association of Personal Financial Advisors (NAPFA)
• Served as National Board Member
• Served as Midwest Region Chair, President
• Chair of first NAPFA Investments Conference
• Served as National Board Member
• Served as Midwest Region Chair, President
• Chair of first NAPFA Investments Conference
National Association of Personal Financial Advisors (NAPFA)
• Served as National Board Member
• Served as Midwest Region Chair, President
• Chair of first NAPFA Investments Conference
• Served as National Board Member
• Served as Midwest Region Chair, President
• Chair of first NAPFA Investments Conference
Chicago Study Group Leader
The Crossroads Fund — Former Board Member, Treasurer
Formal Education
BA Yale University
MBA Stanford University
Designations
Certified Financial Planner ® (CFP®)
NAPFA Registered Financial AdvisorTM
Long Financial Planning is a Registered Investment Advisor
In the Press
Chicago Tribune
Money Magazine
Black Enterprise Magazine
Ladies Home Journal
WGN-AM Radio — Chicago
Wall Street Journal
ABC-7 Chicago
CBS -2 Chicago
WBEZ 91.5 Public Radio