Chris Robinette

Office: Nashville
12 Cadillac Drive, Suite 440
Brentwood, Tennessee 37027
Direct: (615) 309-6464

Contact
Chris.robinette@continuumpp.com
Direct: (615) 309-6468
Fax: (615) 309-6301

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Our Partners- Chris Robinette

Chris's Team

Jakiya Clark
Jakiya Clark
jakiya.clark@continuumpp.com
Direct: (615) 309-6481
Val Horton
Val Horton
Valeciahorton@continuumpp.com
615-309-6370
Kip Paxton
Kip Paxton
Investment Processing Manager
kip.paxton@continuumpp.com
615-309-6342

The planning process relieves stress, simplifying life in the process. Continuum Planning Partners provides a clear road map of what must be done to meet your long-term goals and ensure your financial well-being. We are here to position you for tomorrow by providing a customized plan made just for you so that it works at a pace you are comfortable with and delivers the results you need.

While I was deployed to Iraq in 2005, my mother passed away from cancer. I spent several months working with our family attorney and CPA to try to decipher her entire estate while I was half a world away. As we peeled back the layers of her planning, it wasn’t so much what she had remaining in her estate, but what she did not have left that put our family in a very hazardous situation. Her financial advisor convinced her to get rid of her disability income insurance and whole life insurance mere months before she was diagnosed with cancer because he felt her money was better suited to be invested in the bull market of the late 90’s. However, when her account values fell along with the rest of the market she also found out she had stage 4 cancer and could possibly only have 6 months to live. However, to our relief, she made it another 4 years but her assets were drained because of the lack of proper planning.

Because of this, I decided to change my focus from investment banking to financial planning because I wanted to make a difference in people’s lives and do everything in my power to help ensure other families do not go through the same hardships as my sister and I at a young age.

Areas of Expertise:

  • Financial Planning
  • Risk management
  • Investment Management
  • Retirement Planning

Education:

U.S. Naval Academy with an honors degree in Economics
LUTCF
MBA

Affiliations:

Past President of NAIFA Nashville
Current board member of the Nashville LGBT Chamber
Past Vice Chairman of the Williamson County Chamber of Commerce Young Professionals
Leukemia Lymphoma Society, Susan G Komen for the Cure
Operation Stand Down Tennessee, the Military Officers Alumni Association
2013 Nashville Business Journal top 40 under Forty business professional
2014 Ally of the year for the Nashville LGBT Chamber of Commerce

How Our Process Works

Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current plan and make the necessary adjustments to help accomplish your goals.

In many plans, we find that there are gaps that exist due to a lack of continuity in relationships and advice from multiple areas. We will help you bridge those gaps with creative planning and solidify all areas of your plan.

Discovery

We’ll meet to understand your full financial situation, develop your goals, and show you how to address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.

Customized1 Planning

We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals.

Implementation2

We’ll show you the steps, help you execute them, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.

On-going3

We’ll meet at least once per year to review progress towards meeting your goals, and update your plan based on changing financial, family, or tax situations. We’re your trusted partner and long-term advisor.

1 The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
2 The client is free to implement the plan recommendation with whomever he/she chooses.
3 Periodic reviews or updates require a new agreement and may be subject to additional fees.

Let's Look Forward

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Does it sound like Chris would be a good fit for you? Give him a call today.

More About Chris...

Originally from just outside Oklahoma City, Chris graduated from the U.S. Naval Academy with an honors degree in Economics in 2004. Chris served seven years in the US Navy with time aboard the USS CHOSIN in Hawaii, building the USS George H.W. Bush aircraft carrier in Norfolk, and was a certified Nuclear Engineering Officer. He received a MBA from the University of Oklahoma in 2011. Chris transitioned out of the Navy in August 2011, and joined Capital Financial Group. In order to provide a higher level of planning to clients with more complex situations, Chris joined Continuum Planning Partners (CPP) in 2015.
Chris has three children, Jason who is 8, Jessa, who is 5, and Justin who was born July 20, 2016. He is also an avid Nashville Predators hockey fan, enjoys hiking the many trails of Middle TN and also playing recreational hockey in spare time.
Interested in working with Chris? Set up a time to talk and learn how he can help you build a plan to reach your financial goals.