Christopher M. Carlson

CFP®, C(k)P®, AIF®, MA

Team Lead / Financial Advisor / Member Owner

My goal is to always be improving. I think there is something to be learned from every person I meet and get excited when I learn something that I didn’t know before.

218 S. Main Street Suite A Plymouth, MI 48170
734-737-0866

Chris is a team lead and financial advisor in Savant’s Plymouth, MI office. He has a membership interest in Savant.

As a CERTIFIED FINANCIAL PLANNER® professional, Certified 401(k) Professional (C(k)P®), and Accredited Investment Fiduciary® (AIF®), Chris is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Chris has been involved in the financial services industry since 2016. He served as a partner and adviser for AMDG Financial from 2016 until it joined with Savant in 2021. Prior to joining AMDG Financial, Chris was a commercial lines insurance agent.

Chris earned a bachelor of arts degree in communication with a concentration in organizational communication and a master of arts (MA) degree in health and risk communication, both from Michigan State University. He enjoys water sports, competing in triathlons, and mountain biking.


Education &
Designations

  • Michigan State University
    Bachelor of Arts in Communication with a concentration in Organizational Communication
    Master of Arts (MA) in Health and Risk Communication
  • CERTIFIED FINANCIAL PLANNER® professional
  • Certified 401(k) Professional (C(k)P®)
  • Accredited Investment Fiduciary® (AIF®)

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Contact Christopher

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