Kris Funkhouser

Kris Funkhouser, CFP®, CPWA®
Financial Advisor Private Client Group Truist Investment Services, Inc.

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

About me

Background

Kris Funkhouser is a Senior Managing Director and Financial Advisor with Truist Investment Services, Inc., offering more than 20 years of wealth management experience.  He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Certified Private Wealth Advisor designation. He is focused on the development of comprehensive planning and investment strategies aimed at helping his clients reach their goals. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Kris graduated from Florida State University and has lived in Atlanta for over 18 years.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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