---
title: "Christian Stearns | Financial Advisors"
description: "Christian Stearns at Cambridge Investment Research Advisors. Who I Am Chris resides in Cape Coral, Florida with his family and when not serving his…"
url: https://financialadvisors.com/advisors/christian-stearns/
---

[← Back to Advisors](https://financialadvisors.com/advisors/)

![Christian Stearns](https://financialadvisors.com/wp-content/uploads/2023/06/2103181616086972Headshot2.jpg)

# Christian Stearns

Cambridge Investment Research Advisors

investment

Certified Financial Planner

Email Advisor

Link Copied!

## About

#### Who I Am

Chris resides in Cape Coral, Florida with his family and when not serving his clients, Chris enjoys boating and fishing with his family, auto racing and aviation. Chris also serves as a Liaison Officer for his alma mater – The United States Air Force Academy. He is president of the local chapter of the National Association of Active and Retired Federal Employees (NARFE), the state Alzheimer’s chair, and a member of various veteran and service organizations.

#### Why I Do This

Chris began his career in financial services after retiring from both U.S. Air Force and federal government. Given his extensive background with both the armed forces and federal government communities, Chris joined a financial planning firm who primarily served active duty, retired military and federal government employees and their families. Wanting to provide expanded services to his clientele, Chris earned his CERTIFIED FINANCIAL PLANNER™️ certification and decided to join Conte Wealth Advisors.

#### What I Can Do For You

As a CFP® professional, Chris acts in a fiduciary role to develop and implement comprehensive financial plans. He believes in an integrated approach to assist his clients in reaching their financial goals and objectives. Chris specializes in Sustainable Investing (Socially Responsible Investing (SRIs), Environmental, Social & Governance (ESG) and Impact Investing.) If you are unfamiliar with this approach, he would be glad to discuss it with you!

## Firm Information

Firm Cambridge Investment Research Advisors

Position Financial Advisor

Agency Type ria

Firm CRD# CRD#: 134139/SEC#: 801-63930

About Firm

### Connecting You to Your Investments:

​

#### Investing Client

Invest with confidence, knowing that multiple entities are working toward protecting your financial assets.

You have the freedom to choose to interact with your financial professional through a fee based or commission relationship, or both, based on your financial needs.

#### Financial Professional

A registered representative is licensed to sell securities, provides financial guidance to their clients and is typically paid a commission when you purchase a financial product.

An Investment Advisor Representative (IAR) provides financial guidance to their clients and is generally paid a fee for either managing assets, giving advice, or both.

#### Investment Firm​

A broker-dealer facilitates the buying and selling of securities on behalf of the registered representative licensed with the firm and holds responsibility for regulatory compliance and adherence to securities laws.

A Registered Investment Adviser (RIA) processes the fee-based business of IARs licensed with the firm and holds responsibility for regulatory compliance and adherence to securities laws.

#### Custodian and Clearing Firms

Custodian and Clearing Firms provide the trade execution, clearing, custody and other services for securities and related transactions.

An independent broker-dealer can choose a non-affiliated clearing firm to provide the trade execution, clearing, custody and other related services for clients of their financial professionals. A clearing firm may also be a registered broker-dealer. Clearing relationships are typical throughout the industry and allow your financial professional to focus on helping you achieve your investment goals while taking advantage of the clearing firm's safeguards for the physical protection of your assets.

#### Regulators

The Securities Exchange Commission (SEC) is an agency of the U.S. government that oversees the Financial Industry Regulatory Authority (FINRA), which in turn oversees broker-dealers, clearing firms, and your financial professional. Both the SEC and FINRA require members to comply with various rules intended to regulate and oversee the operation of financial markets and the sales practices of financial professionals. Regulators aren't associated with, and do not endorse Cambridge. You can review the regulatory standing of Cambridge and each associated financial professional by visiting FINRA's BrokerCheck.

Firm Location

## Professional Details

Advisor CRD# CRD#: 6193505

Fiduciary Yes — acts in your best interest

Compensation Assets Under Management (AUM) • Fee-Based • Subscription

Designations

Certified Financial Planner

Licenses

Annuities Life and Disability Series 66 Series 7

## Investment Information

SEC Form ADV [View Form ADV →](https://financialadvisors.com/wp-content/uploads/2023/06/2105071620406514ADVBrochure.pdf)

Form CRS [View Form CRS →](https://financialadvisors.com/wp-content/uploads/2023/06/2105071620406514CIRAFormCRS.pdf)

## Practice Focus

Specialties

- Municipal or State Government 15%

- Alternative Investing 5%

- Elder Care 5%

- Estate Planning 5%

- Government / Military Planning 5%

- Financial Planning 5%

- Holistic Financial Planning 5%

- Other 25%

Preferred Client Type

- Individuals 80%

- Military Personnel/Veterans 5%

- Retirees 5%

- Self-Employed Individuals 5%

## Education

Education

**University of West Florida**

**United States Air Force Academy**

## About Me

Hobbies & Interests

Air Shows Auto Racing Fishing Flying Investing Other Reading Volunteering Weight Lifting

Community Involvement American College of Financial Services, Certified Financial Planner Board of Standards (CFPBS), Financial Planning Association (FPA), National Association of Estate Planners & Councils (NAEPC)

### Contact Information

Email Advisor

Thanks! Your message has been sent.

[(239) 288-4237](tel:2392884237)

Address 2740 Oak Ridge Court, Suite 304

### At a Glance

Founded 2013

### Links

[Website](https://www.investingthatmatters.info/) [SEC Form ADV](https://financialadvisors.com/wp-content/uploads/2023/06/2105071620406514ADVBrochure.pdf) [Form CRS](https://financialadvisors.com/wp-content/uploads/2023/06/2105071620406514CIRAFormCRS.pdf)

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/6193505)

### Connect

[LinkedIn](https://www.linkedin.com/in/christian-stearns-a018108b/) [Facebook](https://www.facebook.com/InvestingThatMatters/) [X](https://twitter.com/CStearnsitm) [Instagram](https://www.instagram.com/investingthatmatters/) [YouTube](https://www.youtube.com/channel/UCWwRMPjIgEgMz5r5bBdYHtA)

---
Source: https://financialadvisors.com/advisors/christian-stearns/
Site index for AI agents: https://financialadvisors.com/llms.txt
Agent directory: https://financialadvisors.com/agents.json
