About & Contact
Christopher L. Price, ChFC
CEO & Founder, CL Price Financial · Investment Advisor Group, LLC
Credentials & Background
Designation
Chartered Financial Consultant (ChFC)
Education
B.S. Business Administration, Magna Cum Laude — SUNY New Paltz
Experience
25+ years in financial services
Military Service
U.S. Marine Corps — Naval Aircrewman, Celestial Aerial Navigator
Series 65
Licensed Investment Advisor Representative
Location
Hancock, NY — serving Delaware County and beyond
Christopher L. Price is the CEO and Founder of the Investment Advisor Group, a fee-only SEC-Registered Investment Advisor located in Delaware County, NY.
Education & Early Career
Chris launched his financial services career in 2001, shortly after graduating Magna Cum Laude from SUNY New Paltz with a Bachelor of Science in Business Administration and a Minor in Psychology. In 2007, he earned the Chartered Financial Consultant (ChFC) designation from The American College — a commitment to the highest standards of ethics and lifelong learning he carries to this day.
U.S. Marine Corps
Prior to his financial career, Christopher owned and operated several successful small businesses before enlisting in the U.S. Marine Corps in 1993. Designated as a Naval Aircrewman, he trained and qualified as a Celestial Aerial Navigator, completing multiple wartime deployments in defense of our nation. While serving, he held a secondary role as Fiscal Officer, responsible for reconciling a $5 million annual budget. His travels as an aviator took him to over 70 countries, providing a global insight that has proven invaluable in all aspects of his life. After retiring from the military, he returned to his hometown of Hancock, NY.
A Career Built on Integrity
With over 25 years in the industry, Chris began his career in 2001 as a captive agent for New York Life Insurance Company, where he was first exposed to long-term and generational wealth concepts. Recognizing commissioned sales as a potential conflict of interest, he transitioned to the fiduciary, fee-only standard. In February 2010, Chris passed his Series 65 and established CL Price Financial, joining an independent SEC-registered RIA. This eventually led to the acquisition of his own RIA — the Investment Advisor Group.
Our Philosophy
Christopher believes that the fiduciary duty to the client comes first. If you always ensure you are acting in your client's best interest, the rest will follow. CL Price Financial is driven to provide the technology platforms, access to custodians, and administrative support that allow clients to make informed, objective financial decisions — without the pressures often associated with commission-driven investments. In short, CL Price Financial brings Wall Street to Main Street.
Get in Touch
Initial consultations are free of charge and carry no obligation. Reach out by email or telephone — I would be happy to discuss your financial goals.
Ready to take the first step?
Initial consultations are free of charge. Let's talk about your financial future.