Chris Bixby, CFP®, EA
Senior Vice President | Shareholder
Bellevue Office, CFP, Wealth Management, Portfolio Management
Chris Bixby, CFP®, EA, is a senior vice president and portfolio and wealth manager at Ferguson Wellman, serving clients concentrated in the Puget Sound area. He joined the firm in 2021 and is fluent in both English and Spanish.
As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and an Enrolled Agent (EA), Chris adheres to a disciplined approach and process to fully understand his clients’ goals and then provide the best financial and investment counsel. Chris brings a specialized combination of financial planning and tax expertise to his work with clients, including tax preparation, tax planning and insurance services, and is also a frequent lecturer and educator on tax topics. Chris is a member of the firm’s wealth management team and is a shareholder of the firm.
Prior to joining Ferguson Wellman, Chris worked for Mariner Wealth Advisors and Key Bank, serving as a senior wealth advisor and providing portfolio management services to high-net-worth individuals. He also worked as a consultant with Bank of America Merrill Lynch and operated his own finance and tax consulting company.
Education and Designations:
- CFP® (Certified Financial Planner)
- EA (Enrolled Agent)
- CLU® (Chartered Life Underwriter)
- CASL® (Chartered Advisor in Senior Living)
- RICP® (Retirement Income Certified Professional)
- Bachelor of Science in Financial Management, Bob Jones University
- Master’s in Administration, St. Michael’s College
- Certificate in Banking Leadership, Pacific Coast Banking School
Community Engagement:
- Board Co-Chair, KidsQuest Children’s Museum
- Board Member, Bellevue Chamber
- Past Board Member, ReBuilding Hope! Sexual Assault Center
- Past Board Member, Financial Planning Association of Puget Sound
