Christopher Tasik, CFP®
Helping you navigate financial decisions by meeting you where you are in life
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Serving Clients Nationwide
Helping you navigate financial decisions by meeting you where you are in life
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Christopher Tasik, CFP®
Hi, I'm Chris Tasik, founder of Tasik Financial Strategies and a CERTIFIED FINANCIAL PLANNER™ professional based in middle TN. My firm services individuals, families, and businesses nationwide.I am an Investment Advisor Representative and a licensed life, disability, and long-term care insurance broker. I also serve part-time as the Executive Director of the Connecticut Chapter of the American College of Surgeons Professional Association.
I love being a CFP®. It allows me to make a meaningful impact in people’s lives. Helping clients gain clarity, reduce financial stress, and build a plan they feel confident in is incredibly rewarding. It is a privilege to serve you, your families, and your businesses as a trusted guide through life’s financial decisions.
I was graduated Phi Alpha Kappa from the Stern School of Business at New York University, where I earned a Bachelor of Science degree in Finance and International Business. Prior, I was graduated Valedictorian from Msgr. McClancy Memorial High School. I am a member of the Nashville Chapter of the Exit Planning Exchange, the Kiwanis Club of Nashville, Treasurer and past-President of the Kiwanis of Nashville Foundation, an affiliate member of the American College of Surgeons, and a member of the Financial Services Institute.
When I am not in the office, I enjoy spending time with my family, cooking & eating out, reading, exploring new bourbons, playing with technology, tackling home improvement projects, and experiencing the world through my children’s eyes. I reside in Brentwood, Tennessee with my wife and two children. My daughter attends Williamson County Public Schools, and my son attends Rose-Hulman Institute of Technology.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Financial Services Institute
Primary Location
302 Innovation Drive Suite 310, Franklin, TN 37067
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary introductory conversation to see how we can help you achieve your personal or business financial goals.Offers Investment Management
Yes
About Tasik Financial Strategies
We work to build deep relationships with each of our clients, so your needs are both understood and met. We help our clients with their changing financial needs over their lifetime and in future generations.What are some the things we can do to support you?
🧭📍Holistic Wealth Planning
We build a personalized financial plan that brings clarity and structure to your financial life — integrating investments, tax strategy, estate planning, and risk management.
📈 Strategic Investment Management
We manage customized portfolios aligned with your goals, risk tolerance, and time horizon — using disciplined, tax-aware strategies to help grow and preserve wealth.
⛱️Retirement Income Planning & Distribution Strategies
We design retirement income plans that balance longevity, market risk, and tax efficiency — so you can enjoy the lifestyle you’ve worked hard to build.
🏢 Business Owner Advisory & Succession Planning
We work with business owners to turn company success into long-term personal wealth, including retirement plans, liquidity events, and succession strategy.
🧮Tax Optimization and Tax Managed Investment Strategies
We proactively identify ways to reduce tax liability across your portfolio, retirement accounts, and estate — often working alongside your CPA to coordinate planning.
🏛️ Legacy & Estate Planning Coordination
We help you define your legacy and ensure your estate plan reflects your values, protects your family, and maximizes generational impact — in coordination with your legal team.
🛡️ Risk Management and Asset Protection
We review your current coverage and exposures to help protect what you’ve built — including thoughtful planning around liability, income loss, and long-term care.
🎓 Education & Multi-generational Planning
Whether funding education or helping the next generation, we build strategies that align with your family’s values and financial structure.
🤝Charitable & Impact Giving
We guide clients in structuring philanthropy in ways that are both meaningful and tax-efficient — from our own donor-advised funds to complex giving strategies.
🕸️Bringing Your Advisors Together
We serve as your financial quarterback 🏈, working in sync with your CPA, estate attorney, Medicare advisor, and others to ensure your full financial picture is aligned.
How do we deliver?
⚙️ We start with a simple premise, it's your money and this is your journey. We are honored to support you as we walk the road together. We are here to provide advice and guidance but never judgment. Initially, we want you to do most of the talking and we want to know everything. Your hopes and dreams, your successes and failures, the things that keep you up at night and the things that excite you every day. Then we want to collaborate with you to build out your plan
🛠️ We combine our expertise with access to technology that meets you at your comfort level to deliver our advice. Behind the scenes, we leverage several different tools to serve you from planning to design to tax return analysis, and more.
Education
NYU Stern School of Business, BS, Finance, International Business
Volunteer Experience
Kiwanis Club of Nashville Kiwanis Nashville Foundation
Hobbies and Interests
- Baseball
- Board Games
- Cooking
- Eating Out
- Entertaining
- Family
- Football
- Grilling
- Movies
- Music
- Reading
- Soccer
- Theater
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Contractors
- Corporate Executives
- Couples
- Dentists
- Divorce
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Living in Retirement
- Physicians
- Professional Athletes
- Real Estate Agents
- Single Women
- Technology Professionals
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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