Christopher Paul Willis

Employer firm

Shp Wealth Management, LLC CRD 174697

$1.92B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → Present
  Shp Wealth Management, Llc
  Plymouth, MA
• 03/2021 → Present
  La Cucina Risorante
  Easton, MA
• 09/2017 → 05/2021
  Stonehill College
  Easton, MA
• 08/2011 → 08/2017
  Student
  Plymouth, MA
• 06/2021 → Present
  Shp Financial, Llc
  Plymouth, MA

Other Businesses

1. la Cucina Ristorante; Non-Investment Related; 140 Main St., North Easton, MA 02356; Restaurant Services; Server; Start Date: 03/2021; 30 hours per month; 0 hours per month devoted during trading hours; Serves food and drinks to customers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-11

Designations

• Certified Financial Planner