Christopher R. McCrea, CFP®

Partner

Having grown up around the investment business, Chris became enthralled with the markets and finances from a young age. He saw firsthand the positive difference sound financial advice can make in the lives of others. Today as part of the team, Chris works diligently to develop financial plans and investment strategies designed to help his clients meet their goals and, ultimately, enjoy retirement on their terms. He feels it is important to educate his clients about investment and financial topics so they can be well informed and make quality financial decisions.

Chris earned the Certified Financial Planner™ designation in 2015. As a Certified Financial Planner™ professional, the financial planning he provides is truly comprehensive in nature and encompasses essential matters such as retirement planning, estate planning, tax planning, charitable giving, business planning, portfolio management and legacy planning. Chris knows that people trust him with their financial lives, and it’s a responsibility he does not take lightly.

Chris Co-Founded and moved to Legacy Financial Independent Advisors in January 2023. He started his financial career with the McCrea Bollinger Group of First Kentucky Securities as a Financial Advisor in 2010. Previously, he was a loan advisor at First Residential Mortgage. Chris attended Saint Xavier High School and earned a bachelor’s degree in business administration from Bellarmine University.

Chris was born and raised in Louisville and lives here today with his wife, Lindsey, and daughters, Ella and Reese. In his free time, he enjoys golfing, playing softball, traveling and spending time with his family. 

Chris can be reached at (502) 873-0524 or via email.

Read Chris' article on Smart Year-End Tax Strategies and The Importance of Rebalancing Your 401(k), and Balancing Fun and Finances in Retirement.