Christopher LaBounty, CFP®, CIMA®
Fee-Only Financial Planning for Mid-Career Professionals & Business Owners
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Fee-Only Financial Planning for Mid-Career Professionals & Business Owners
Areas of Focus
- Business Owners
- Cash Flow
- Education Funding
- Estate Planning
- Family and Money
- High Net Worth
- High Net Worth Retirement Planning
- Inherited Wealth
- Investing
- Investment Management
- Legacy Planning
- Life Insurance
- Loss of Spouse or Partner
- Multi-Generational Wealth
- Retirement Income Planning
- Retirement Planning
- Roth Conversion Strategies
- Saving for College
- Setting Up Retirement Accounts
- Tax-Aware Retirement Income Coordination
- Tax-Efficient Planning
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
- Wealth Management
About Christopher LaBounty, CFP®, CIMA®
Hi, I'm Christopher LaBounty, Founder & Financial Planner at LaBounty Financial Planning.After 19 years of experience in the financial services industry across various roles, I founded LaBounty Financial Planning. As a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst® practitioner, I am committed to providing thoughtful, personalized guidance rooted in your goals and values.
I have built my career on the belief that good financial planning is about more than numbers; it's about giving people the confidence and clarity to plan for what matters most to them.
Outside the office, I spend my free time with my wife, Kari, and our four children on Canandaigua Lake or at youth sports.
Family is at the heart of why I do this work and it shapes the way I approach every client relationship, with patience, integrity, and a long-term perspective.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Investment Management Analyst (CIMA)
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
1160K Pittsford Victor Rd Pittsford, NY 14534
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll 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.Offers Investment Management
Yes
About LaBounty Financial Planning
LaBounty Financial Planning is a fee-only financial planning firm based in Rochester, New York, founded to help mid-career professionals and business owners build a financial future they feel good about.Who We Serve
Your finances can feel overwhelming, between student loans, buying a first home, starting a family, and continuing to build wealth. We work with mid-career professionals and business owners navigating growing income and growing complexity, helping clients optimize what they've built and plan for what's next.
Mid-Career Professionals: Growing income, growing complexity. We help you optimize what you've built and plan for what's next.
Business Owners: Your business shouldn't be your only financial plan. We help you navigate the unique challenges business owners face.
High Earners, Not Rich Yet (HENRYs): Strong income, but not yet translating into lasting wealth? We can help close that gap.
Facing Major Life Change: Divorce, loss of a spouse, career changes, inheritance, or a financial windfall. We help you find clarity and make confident decisions when it matters most.
Not located in Western New York? We serve clients all over the state of New York and have the ability to work with you virtually.
Our Services
We offer a custom investment portfolio aligned with your risk tolerance, risk capacity, and long-term goals; an assessment of education funding needs and strategies; a review of your tax returns to identify opportunities to save on taxes over your lifetime; a review of your current estate plan; and an assessment of your retirement spending needs and savings goals so you can enjoy the fruits of your labor in retirement.
Transparent Pricing
We are a fee-only, fiduciary firm, meaning we are obligated to put your interests first. Our fee is flat and transparent, and we are not compensated for selling any product nor do we earn commissions.
Education
Whitman School of Management at Syracuse University, BS, Finance
Hobbies and Interests
- Boating
- Family
- Sports
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Mid-Career Professionals
- Parents
- Pre-Retirees
- Widow
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
No reviews yet.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
