Chris Schaefer, CFP®, CPA/PFS - MV Financial

Chris Schaefer, CFP®, CPA/PFS

Head of Retirement Plan Practice

Chris Schaefer leads MV Financial’s Retirement Plan Practice, with over 10 years on the MV Financial team. He oversees all aspects of MVF’s retirement plan management, where his duties include; developing proper plan design, investment strategy and options, participant education and management of client relationships. Chris is also a senior advisor at MVF, where he manages all aspects of his private client relationships. In both capacities, Chris works closely with the firm’s investment management, portfolio operations and client services divisions.

Chris is a key member of MV Financial’s investment committee, participating in asset allocation and investment selection decisions as well as overall strategy formulation. His training and distinctive skillset as a CPA and audit professional adds an invaluable dimension to the financial advice he provides to clients.

Prior to joining MV Financial, Chris spent five years at PricewaterhouseCoopers LLP in the Audit and Assurance Services group. His specialization was in financial services, with specific expertise in the banking and mortgage banking industries. While there, he also gained experience in investment management, real estate, insurance, and pension plan strategies for large employer plans.

Chris holds a B.S. degree, cum laude, from Loyola University in Maryland, where he was a member of the Beta Alpha Psi (Accounting) and Beta Gamma Sigma (Business) honor societies. He obtained an Executive Certificate in Financial Planning from Georgetown University in 2003.

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