Chris Bixby, CFP®, CLU®, CASL, RICP®, EA
Designations and Licenses
Chris is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter, Certified Advisor for Senior Living, Retired Income Certified Professional® and an Enrolled Agent with the IRS.
Experience and Education
Chris has a particular focus on tax, estate and retirement planning. He helps families manage tax and estate tax ramifications related to achieving their financial goals. He has more than two decades of industry experience.
Prior to joining Mariner Wealth Advisors, he was a consultant at Merrill Lynch. He also spent six years at KeyBank where he worked with high-net-worth clients as a planner and wealth manager and also led multiple teams. Chris’s past experience includes founding Bixby & Associates, where he served the tax, financial and investment needs of more than 400 families. He also previously served as vice president of financial planning at Alpha Omega Financial Services.
Chris has a bachelor’s degree in finance from Bob Jones University in Greenville, South Carolina, and an MBA with honors from St. Michael’s College in Colchester, Vermont.
Chris is a board member of Rebuilding Hope! Sexual Assault Center. He is an avid fan of the Seattle Sounders, Real Madrid and Seattle Seahawks. In his free time, he enjoys cycling and playing the piano and organ.