About Christopher R. Wills
As Director of Wealth Management, Chris focuses on comprehensive financial planning, helping clients define and achieve their unique financial goals. His background as a Certified Public Accountant (CPA), Chief Financial Officer (CFO), Controller, and Financial Analyst (CFA) make him a valuable asset to the firm. Chris is accomplished in multi-generational wealth transfer planning as well as fundamental and technical market analysis. In his spare time, Chris enjoys bike riding, boating, woodworking and exploring Long Island.
Accountant Details
Education and Degrees
Bachelor's degree in Accounting with a dual major in Finance with honors from the Smith School of Business, University of Maryland, College Park.
Languages Spoken
Christopher Wills provides accounting services to clients in the following language(s):
- English
Specialties and Skills:
Contact the accountant directly to find out about learn more about their skills and specialties, since not all may be listed. All CPAs, including Christopher Wills, have at the minimum an undergraduate degree in accounting verified by the state board of accountancy, and have passed a rigorous national exam. All certified public accountants must also adhere to mandated continuing education requirements, set by the state in which they are licensed.
- Basic Accounting Services
Industry Specialties
- No Industry Specialties
Professional Memberships
The National Association of Personal Financial Planners (NAPFA) The Financial Planning Association (FPA) American Institute of Certified Public Accountants (AICPA) New York Society of Certified Public Accountants Chartered Financial Analyst Institute New York Financial Analyst Society
Contact Information
Address:
Christopher Wills630 Johnson Avenue Suite 103
Bohemia, NY 11716
Phone Number:
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Fax Number:
631-218-0147
Website:
www.rwroge.com
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