Chris Dowley has been a practicing financial advisor since 1986. He started his practice in upstate New York with a national financial planning firm and moved to Boston's North Shore in 1991 to continue his practice specializing in the retirement and estate planning. In 1997, he opened the firm of Dowley & Company as a registered investment advisor and a NASD Principal. He was awarded the Registered Life Planner (RLP) designation in 2008 by the Kinder Institute, the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations in 1995 by the American College of Bryn Mawr, PA, and Certified Fund Specialist (CFS) designation in 1998 by the Institute of Business & Finance in La Jolla, CA. He is a graduate of the University of Michigan, class of 1981.
Chris is a member of the Financial Planning Association of Massachusetts and has served on its programming and pro bono committees. He is also a member of the Society of Financial Service Professionals. He is quoted in national and regional publications and is a frequent speaker on the North Shore.
Kinder Institute of Life Planning
Chris earned the prestigious Registered Life Planner (“RLP®”) designation in 2008. This required completion of a five day residential training program followed by a six month practicum involving peer review with mentor coaching & supervision.
 The Kinder Institute's mission is to teach advisors the relationship skills and methodology of Life Planning. Life planning is the human side of financial planning. Life planning seeks to discover the deepest and most profound goals of a client through a process of listening and inquiry. A life plan is much more meaningful than a conventional financial plan and is designed to ensure people achieve their deepest and most profound goals.
For more information visit their website at www.kinderinstitute.com.
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"For years, I did conventional financial planning and asset management... At times... there was something lacking in the discussion.
Investment results, cash flow, insurance benefits and retirement projections are all necessary but can be cold, dehumanizing, and frankly, not a lot of fun.
They don't provide the emotional fire that lights up life and makes a financial plan a compelling financial road map." Chris Dowley
Read Chris's full statement
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