Christopher Stern, RICP®, Investment Advisor Representative, Retirement Income Certified Professional
Chris has called Wilmington, NC home for over 40 years. He grew up in upstate NY and still has family in the Saratoga Springs area. He is a proud graduate of the University of Colorado, and an avid CU Buffaloes sports fan. After returning to Wilmington from Colorado, Chris was a small business owner in the retail bicycle and fitness equipment industry for 16 years.
Professionally, Chris is an Investment Advisor Representative (Series 65), and represents Brookstone Capital Management. He has earned the distinction of Retirement Income Certified Professional (RICP®) and holds Insurance Licenses in Life, Health, Medicare Supplement & Long-term Care in NC, SC, and VA.
Chris has built a successful practice during 18 years in the insurance and investment advisory industry. His specific education, training, and knowledge enable him to help his clients think through all the complexities of making their savings last throughout their retirement. Emphasizing conservative investment and income solutions to his clients’ retirement needs, they appreciate Chris’ passion for his work and their security through their retirement years. His practice continues to grow…mostly through referrals.
Chris and his wife Ellen are each the proud parents of two grown children. They enjoy spending their free time traveling, flying (Chris holds a private pilot’s license), cycling, boating, and working in the yard any chance they get.
Ellen R. Stern, Insurance Advisor
Ellen, A Roanoke, VA native, brings to CES Retirement Advisors over 30-years of experience in the Insurance and Banking industry. While much of her career was spent training and managing, her passion for the business lies with her clients. In her 15 years within the insurance industry Ellen amassed hundreds of client relationships; all of whom seem like family to her.
Her years in the insurance industry have been spent helping retirees achieve their retirement goals through a broad range of conservative financial strategies. She is particularly passionate about Long-Term Care planning as it relates to Medicare and its ongoing evolution. Ellen is looking forward t expanding her professional horizons via the retirement planning platforms she and Chris offer their clients through CES Retirement Advisors.
Ellen and her husband Chris are each proud parents of two grown children. With the exception of one child living in Wilmington (having just graduated from UNCW this spring) the other three live and work in Raleigh, NC. Their professions include: a finance and human relations specialist for a DoD contractor, a production engineer in the robotics industry, a PhD candidate at NC State and a certified personal trainer.
Ellen and Chris enjoy spending their free time entertaining, traveling, cycling, boating, and spending time at their lake house at Smith Mountain Lake, VA.
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