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Count on Pathways Retirement and Investment Services to help with your future.

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The Pathways Investment Services program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC) focused on serving credit union members.

No matter what stage in life you may be on, this professional financial program is available to anyone at no cost or obligation. Membership is not a requirement.

A Pathways Retirement and Investment Services professional will be able to help you identify financial milestones, recommend tactics to help you achieve those goals, or simply provide a suitable opinion on your financial situation.

 

Your  Investment Guide: Chris Bright, M.B.A., CRPC®

headshot of Financial Adviser Christopher BrightChris started his career in Finance in 2009 at UBS Financial Services. He has experience in designing custom financial plans for individuals, families and business owners. He enjoys providing clarity and transparency throughout all stages of the financial planning process.

Chris has served as a financial professional, regional investment consultant and portfolio manager during his career in Finance. He emphasizes an academic approach to investment management, coupled with the highest level of customer service.

He received his Master’s Degree in Financial Economics from Ohio University – and Bachelor’s Degrees in Economics and Strategic communications from The Ohio State University. He currently holds various FINRA securities registrations as well as State Insurance licenses. CRPC conferred by College for Financial Planning.

Chris enjoys spending time with his family, traveling, and playing Golf and Lacrosse in his spare time. He and his wife Carla reside in Dublin with their son Camden and their dog Ava.

Check the background of this investment professional on FINRA’s BrokerCheck.

 

Interested? Request Your Complimentary Appointment Today

Please fill out the form below to schedule your complimentary appointment
to start charting the next step of your financial journey.

Investment Services Request

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Pathways Financial Credit Union and Pathways Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Pathways Retirement and Investment Services, and may also be employees of Pathways Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pathways Financial Credit Union or Pathways Retirement and Investment Services. Securities and insurance offered through
LPL or its affiliates are:
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