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    Christopher Walters
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Christopher Walters, ChFC®, CLU®, RICP®, WMCP®, CLTC®, FSCP®

Christopher Walters is a wealth advisor with Eagle Strategies, LLC who works with business owners, corporate executives, physicians, and retirees to help bring greater structure and coordination to complex financial decisions. His focus is on integrating income, investments, retirement planning, and tax strategy into a cohesive long-term wealth plan.

He advises clients on matters involving equity compensation, deferred income, pension planning, retirement income strategies, and business transitions, helping ensure each component is aligned within an overall financial framework. His planning approach is highly collaborative, often working alongside clients’ CPAs, attorneys, and other professionals to support a more coordinated and efficient strategy.

Christopher holds the ChFC®, CLU®, RICP®, WMCP®, and CLTC® designations, reflecting advanced training in financial planning, retirement income, wealth management, and risk management.

Before entering financial services, Christopher built and operated a business within the entertainment industry. That experience gave him firsthand insight into the financial complexities faced by business owners and high-income professionals, including the risks of industry concentration and the importance of building diversified wealth outside of a business or primary income source.

Today, he works with a select group of clients, providing ongoing guidance and long-term planning as their financial lives evolve.

Disclosure

Christopher Walters is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4343276), FL, KY, MD, MI, NY, OR, and PA. No insurance business may be conducted outside the states referenced.

Christopher Walters is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 55 S Lake Ave Ste 200, Pasadena, CA, 91101, 818-209-2143. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, KY, MD, MN, NY, OR, and PA. No offers may be made or accepted from any resident outside the specific states referenced.

Christopher Walters is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, KY, MD, MN, NY, OR, and PA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • Who We Help
    • Business Owners
    • Executives
    • Physicians & Practice Owners
    • Pre-Retirees & Retirees
  • How We Help
    • Financial Planning
    • Equity Compensation Planning
    • Retirement Planning
    • Estate and Legacy Planning
    • Investment Management
    • Tax Efficient Planning
  • Meet The Team
    • Christopher Walters
    • About Eagle Strategies
    • Advanced Planning Group
    • About New York Life
  • Client Account Access
    • Emoney Client Portal
    • NYL Online Account
  • Schedule a Consultation

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