Chris Boyd-Witherspoon, MBA

I tailor retirement solutions for a future of security and peace of mind

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American Heritage Financial Chris Boyd-Witherspoon, MBA She / Her
Atlanta, GA

Serving Clients Nationwide

I tailor retirement solutions for a future of security and peace of mind

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Areas of Focus

  • Employee Benefits
  • Estate Planning
  • Exit Planning
  • Financial Life Planning
  • High Net Worth
  • Inherited Wealth
  • Insurance
  • LGBTQ Couples
  • Loss of Spouse or Partner
  • Real Estate Investing
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Setting Up Retirement Accounts
  • Social Security
  • Taxes
  • Women & Wealth

About Me

Chris Boyd-Witherspoon is a Strategic Retirement Planner & Distribution Phase Specialist at American Heritage Financial with a passion for empowering young professionals and pre-retirees to navigate the ever-changing tax environment and achieve success in accumulating wealth and maintaining their lifestyle in retirement.

Chris earned a Bachelor of Arts in English from the University of Georgia and a Master of Business Administration in Finance from Kennesaw State University. She is a founding member of Sigma Gamma Rho Sorority Incorporated at UGA.

Based in Tucker, Chris serves the Southcentral and Southeast Georgia regions with a focus on Atlanta and the surrounding counties as well as Columbus and Augusta providing reliable and tested strategies to help clients prosper in any economic environment. Beyond her professional pursuits, Chris is an avid tennis player, real estate investor and University of Georgia sports fan.

As a financial professional, she is dedicated to making sure her pre-retiree clients' finances are working efficiently and are optimally allocated for maximum wealth in retirement. Additionally, she is passionate about helping young people plan for their future with financial strategies like FAT FIRE and LUXURY FIRE, empowering them to achieve financial independence and retire early.

Prior to her role at AHF, Chris excelled in corporate America as a cross-functional professional with over 20 years of experience in cross-organizational financial and operational risk assessment and regulatory compliance oversight. She possesses strong financial analytics skills, robust business acumen, as well as a deep understanding of holistic long term financial services.

If you are seeking a dedicated Financial Professional who combines experience with genuine care for your financial future, Chris Boyd-Witherspoon would be delighted to assist you. Connect with her today to explore how her financial guidance can lead you to prosperity!

Professional Designations

  • Candidate for CFP® certification
  • Certified Medicaid Planner (CMP)
  • Certified Professional Insurance Agent (CPIA)
  • Life and Annuity Certified Professional (LACP)
  • Master of Business Administration (MBA)

Affiliations

  • American Institute of CPAs
  • National Association of Insurance and Financial Advisors

Primary Location

Atlanta, georgia

Additional Locations

📍 Atlanta, GA

📍 Georgia

📍 Texas

📍 New York

📍 Massachutes

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars

Compensation Methods

  • Other

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to get in touch. We can schedule a call to get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

About our Firm

Whether you’re starting your professional journey or steering through retirement, we’re a trusted ally who can keep you on track and point you toward your dream financial destination.

✔️ Our Goal Is to Serve You, Not Sell You

Regardless of where you are in life, our approach begins with getting to know you on a personal level. We take the time to understand your goals, preferences and concerns, ensuring we build a genuine relationship based on trust. With this foundation, we develop a strategy specifically tailored to your unique situation. There’s no pressure, no hassle and no obligation — just a collaborative effort to help you succeed financially.

✔️ Your Pathway to Freedom Starts Here

At American Heritage Financial, our mission is to lead you to financial independence by mapping out a unique route to your ideal retirement, much like a GPS efficiently guides you to that dream vacation spot.

We do that by walking you down our AHF Pathway to Freedom, which addresses three key financial questions:

1️⃣ Where Are We Going?

2️⃣ How Do We Get There?

3️⃣ What Will We Find Next?

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If You’re Ready to Have a Conversation, We’re Ready to Help

Get in touch with me today to learn how we have helped individuals and families in Georgia find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.

Education

The University of Georgia, Bachelors, English | Kennesaw State University, Master of Business Administration - MBA, Finance, General

Volunteer Experience

I am the Chair-person of the Dekalb County Audit Oversight Committee I am the on several HOA boards

Hobbies and Interests

  • Animals
  • Beach
  • Board Games
  • Eating Out
  • Entertaining
  • Family
  • Football
  • Golf
  • Grilling
  • Reading
  • Relaxing
  • Sports
  • Tennis
  • Traveling
  • Volunteering
  • Walking
  • Wine

Who We Serve

  • Airline Pilots
  • Attorneys
  • Baby Boomers
  • Corporate Executives
  • Data Scientists
  • Dentists
  • Educators
  • Engineers
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Government Employees
  • Healthcare Professionals
  • LGBTQ
  • Living in Retirement
  • Physicians
  • Professional Athletes
  • Real Estate Investors
  • Scientists
  • Single Women
  • Technology Professionals
  • Veterans
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

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