As the Vice President and Senior Investment Consultant at Baird, Chris Leberfing brings a wealth of expertise and a client-centric approach to financial planning and investment management. With a solid foundation in accounting and financial advisory, Chris has honed his skills to specialize in helping...
As the Vice President and Senior Investment Consultant at Baird, Chris Leberfing brings a wealth of expertise and a client-centric approach to financial planning and investment management. With a solid foundation in accounting and financial advisory, Chris has honed his skills to specialize in helping individuals navigate the complexities of retirement planning, college funding, and estate planning. His dedication to client service has earned him the prestigious Fredrick Kasten Jr. Award, a testament to his commitment to excellence and the trust he builds with clients.
Currently, Chris is leading key projects that leverage Baird's extensive resources to create tailored financial strategies that align with clients' unique goals and aspirations. His strategic financial planning process involves a comprehensive assessment of each client's financial landscape, enabling him to recommend optimal investment solutions, including fixed annuities and mutual funds, that cater to their specific needs. Chris's ability to communicate complex financial concepts clearly and effectively has also led to his recognition as a Five Star Wealth Manager in Southeast Wisconsin by Milwaukee Magazine.
In an ever-evolving financial environment, Chris remains dedicated to empowering his clients with the knowledge and tools necessary to achieve their financial objectives. Whether it's preparing for a comfortable retirement or ensuring a secure future for their children’s education, Chris is passionate about guiding individuals through their financial journeys. His leadership skills and commitment to team building further enhance the collaborative approach at Baird, ensuring that clients receive comprehensive support tailored to their financial aspirations. If you or someone you know is seeking clarity and direction in their financial planning, Chris Leberfing is ready to help navigate the path to financial success.
