Chris Caldwell CFP®, AIF®, CRC®, AEP®, ChSNC®, MBA
Director of Retirement Planning
Chris is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary®, Certified Retirement Counselor® (CRC conferred by InFRE®), Accredited Estate Planner ®, Chartered Special Needs Consultant ®, and a founding partner of Highland Trust Partners. Chris seeks to help families reduce financial stress by organizing their finances and developing strategies aligned with their goals and values. He helps businesses design retirement plans that are noticed and appreciated by employees with the goal of helping workers retire on time with the assets they require for retirement.
Based on experience, Chris knows that financial independence is the number one goal most people have for their lives in retirement. His clients rely on him to help them identify and overcome challenges along the path to retirement, anticipating and seeking to avoid obstacles that could come between them and their goals.
Chris received both his undergraduate and graduate degrees from the Terry College of Business at the University of Georgia. He began his financial services career in 1996 and has experience in trusts, investments, insurance, and banking. Chris has concentrated his efforts over the years on enhancing his financial knowledge to assist clients by earning four accredited professional designations, which combined require more than 30 hours of continuing education each year.
Chris has been an adjunct professor at Piedmont College, teaching several business courses and occasionally lectures to classes at the University of Georgia. He has served as a board member for St. Mary’s Hospital, Highland Hills Retirement Village, Athens Rotary Club, Athens Rotary Foundation, Food Bank of NEGA, Athens-Clarke Library, and Piedmont College. Chris is a member of the Estate Planning Council of Northeast Georgia and the National Association of Financial Planners.
Chris and his wife, Heather, were married in 1999 and have two children, Seth and Natalie. In spare time, Chris enjoys travel, running, hiking, golf, reading, and of course the Georgia Bulldawgs.