Specializing in Retirees, Pre-Retirees, Engineers, Scientists, Government Contractors, and Small Business Owners
Christopher Belote specializes in comprehensive wealth management and financial planning for retirees, pre-retirees, engineers, scientists, government contractors, and small business owners. He provides customized strategies to help clients achieve financial clarity and long-term security. His expertise includes retirement planning, investment management, tax efficiency, and wealth preservation, with a focus on IRAs, 401(k)s, estate planning, and 529 education savings plans.
Committed to a holistic financial approach, Christopher emphasizes wealth preservation, enhancement, transfer, and charitable giving, empowering clients to make informed financial decisions with confidence. He believes that a successful client-advisor relationship is built on mutual trust and respect, developing over time through honest guidance and personalized service. By leveraging the vast resources of Raymond James along with his own expertise, Christopher crafts tailored financial strategies that align with each client’s unique goals.
Prior to beginning his career in the financial services industry, Christopher worked for large (Fortune 500) companies and assisted hundreds of individuals and families through the residential mortgage process. He earned his undergraduate degree from the University of Tennessee at Martin.
Originally from Tennessee, Christopher now calls Utah home, where he enjoys the outdoors. An active boater, skier, and golfer, he takes full advantage of everything Utah has to offer. Christopher and his wife, Jessica, have three children: Brayden, Belle, and Betty.
Who Christopher Works With:
- Retirees and pre-retirees planning for financial security and legacy
- Engineers, scientists, and government contractors seeking financial guidance
- Small business owners navigating complex financial decisions
Ready to begin a conversation about your financial future?
