Christopher Joy, Ph.D. is a dynamic Income Tax Advisor recognized for his expertise in Retirement Planning and specializing in Roth conversions. His 30 years of experience blends financial retirement acumen with leadership insights, empowering clients to achieve long-term retirement goals. With an engaging and personable style, Christopher excels at simplifying complex retirement concepts, providing personalized strategies tailored to individual client needs and fostering sustainable growth.
Christopher holds a strong academic foundation, beginning with his undergraduate studies at Ohio State University, where he developed his passion for income tax and financial strategies. Driven by lifelong learning, he pursued and earned a Ph.D., enhancing his ability to navigate complex financial landscapes and effectively lead transformational change. Beyond his advisory role, Christopher actively contributes to educational initiatives, frequently speaking and facilitating workshops designed to cultivate financial solutions for retirement success. His recent claim to fame is as a guest speaker in the hit movie RETIREMENT EVEREST.
Phone: 904-518-7828
Email: chris@cssplans.com
Address:
4745 Sutton Park Court Suite 104 Jacksonville, Florida 32224