Meet Your Team
About
Christopher Kuzelka, CFP®, CTFA is an Investment Advisor at Capital Investment Advisors (CIA) based in our Phoenix office. He is passionate about building strong relationships with families and taking the time to understand their values and priorities to help them achieve their financial goals.
Chris holds a Bachelor’s degree in Business Administration from Northern Arizona University. After graduation, he began his career at The Vanguard Group, gaining valuable experience in their brokerage teams. It was during this time that Chris discovered his desire to make a deeper impact in helping families realize their financial objectives. Before joining CIA, he served as a Senior Financial Advisor at Vanguard, where he provided comprehensive financial planning and investment management services to high-net-worth families.
A Phoenix native, Chris enjoys a variety of hobbies that challenge him both physically and mentally. He can often be found trail running, hiking, gardening, participating in outdoor sports, and spending quality time with his family.
Your Team
Every family at Capital Investment Advisors is supported by a dedicated team.
Start with a no-pressure conversation about your goals, your questions, and what a plan built around your family could look like.
Capital Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit https://adviserinfo.sec.gov/firm/summary/158055.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
