Basic Information
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Company
Tasik Financial Strategies -
Phone
615-861-3020 -
Email
ctasik@tasikfinancial.com -
Unique Selling Proposition
I provide holistic financial planning and wealth management. We employ a client centric approach that encapsulates estate planning, tax strategies, risk management, retirement planning and more in an honest and transparent manner. -
About me
Chris is the founder of Tasik Financial Strategies, a CERTIFIED FINANCIAL PLANNER™ professional, Series 62 (Corporate Securities Representative), Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Adviser Law) registered. He is also a licensed life, disability, and long term-care insurance broker.
Mr. Tasik was graduated Phi Alpha Kappa from the Stern School of Business at New York University with a Bachelors of Science degree in Finance and International Business.
He is a member of the Kiwanis Club of Nashville, President of the Kiwanis of Nashville Foundation, an affiliate member of the American College of Surgeons and a member of the Financial Services Institute.
Chris enjoys spending time with his family, cooking, reading, exploring new bourbons, playing with technology, attempting to shoot clay targets, home improvement projects, and exploring the world through his children's eyes. He has great intentions when it comes to exercising and hiking more, loves movies and builds more LEGO than an adult probably should!
Chris was born in NYC and relocated to middle TN in 2016, He resides in Brentwood with his wife and two children, his daughter attends Williamson County Public Schools and his son attends Rose-Hulman Institute of Technology.
United Advisor Group (“UAG”), d/b/a “Tasik Financial Strategies”, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser, “UAG/Tasik Financial Strategies”, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. -
Profession
Wealth Management and Financial Planning -
Title
CERTIFIED FINANCIAL PLANNER™ professional