Chris Malouf is the founder and Managing Director of XCountry Financial, a boutique wealth management firm focused on serving Middle America. With over 25 years of experience in corporate finance and accounting, Chris has assisted a number of clients and organizations in making strategic decisions. Chris began his professional career with the National Jewish Medical & Research center. He then moved on to SEC reporting for a $500 million leasing firm. After spending 11 years as an executive recruiter and taking on the role of Vice President of Finance for a ski resort in Colorado, he began his transition into the Financial Advisory industry. In 2015, Chris was approached with an opportunity to utilize his finance background to help families and individuals get on a stronger financial path and plan effectively for retirement, college, and estate management. What Chris enjoys the most is educating people on how money works and sharing the knowledge he’s gained over two decades to build relationships with families and individuals. As a former accountant who’s managed multi million dollar budgets, Chris offers a highly competent and energetic approach that sets XCountry Financial apart from many other advisory firms.
In his spare time, Chris enjoys racing mountain bikes and spending time with his wife and business partner, Heather, along with his two children, Bo and Kacie.
Series 7-General Securities Representative
Series 65 Uniform Investment Adviser Law
Series 26 - Investment Company and Variable Contracts Products Principal
Series 63 - Uniform Securities Agent State Law Examination
Series 6 - Investment Company and Variable Contracts Products
CPFA-Certified Plan Fiduciary Advisor
Insurance Producers License
Series 7, 6, 63, 65 & 26 licenses held with LPL Financial