CB Investment Management

CB Investment Management

New
Offers online services
New
Offers online services

About

Standard financial services are often based on over-simplistic and flawed assumptions and an incoherent long-term framework. There is a better way.

We have the experience and deep due diligence required to deliver much higher standards with 40 years as an Investment Professional, a former Managing Director at JPMorgan, and author of two investment books.

https://cb-investment-management.com/

https://www.linkedin.com/in/chrisbelchamber/


Highlights

Hired 1 time
1 employee
21 years in business
Serves Vienna , VA
Offers online services

Payment methods

Credit Card, Zelle

Social media


Specialties

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

$100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, Trusts or estate planning, Annuities

Photos and videos


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    Frequently asked questions

    Introductory meeting, phone call, or webinar.

    Everything starts with the client, so listening is the most important part. I have a step by step approach, with education and full transparency, and will work with clients from first principles so that a client not only moves in the right direction but understands each step.


    Services offered

    Financial Services And Planning