Chris Draughon, CFP©

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Chris Draughon, CFP©

Director of Financial Planning

Chris is passionate about helping clients achieve their financial dreams through financial planning. As Director of Financial Planning, Chris is responsible for helping clients achieve their personal financial goals and is committed to providing practical advice that is actionable and presented in a way that makes sense. A CERTIFIED FINANCIAL PLANNER™, Chris specializes in investment management, retirement planning, tax planning, asset protection and estate planning.


University of North Florida, B.A. Business Administration

College for Financial Planning, CFP® Certification Program

Chris is very active within the financial planning community. He recently served as a member of the Board of Directors for the Financial Planning Association, the membership association for CFP® professionals.

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An affiliate of Heffernan Insurance Brokers, CA License #0564249. Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA / SIPC.
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