Our Team
Chris Moran founded Brightview Financial Services. They work with clients specializing in retirement planning, estate planning, business planning, and investment management. The people who work at Brightview Financial Services not only have the knowledge and experience to help you pursue your financial goals, but they also take pride in working one-on-one to help clients with their specific needs. Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Chris M Moran
CFP®, AIF®
Chris is a CERTIFIED FINANCIAL PLANNERTM practitioner, an Accredited Investment Fiduciary® Designee, and an Investment Adviser. Chris takes a personal approach to his work and has developed strong relationships with his clients. He has always enjoyed a team approach in life and loves working with the team of professionals he has through Commonwealth.
Chris graduated from the College of Business Administration at the University of Nebraska, where he played cornerback for the Division I Huskers. He was a two-time Big 12 Conference Academic All-American his junior and senior year, while also volunteering at a Wealth Management company. Upon graduation Chris immediately sought a career in financial planning, where he believed he could put the skills learned on the field to good use by helping clients navigate the fast-paced financial world. Chris started with Merrill Lynch as a financial advisor in May of 2000, located in Rockville, MD. He then took his skill set to UVEST Financial Services, which was purchased by LPL Financial in 2007. He chose to join Commonwealth Financial Services in 2014, now working under the team name BrightView Financial Services.
In his spare time, Chris likes to stay active in the community and maintain a healthy lifestyle through sports and exercise.
Certifications and registrations
- CERTIFIED FINANCIAL PLANNER™ professional
- AIF®, Accredited Investment Fiduciary
- FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network®)
- Maryland life and health insurance licenses