Meet The Team
The team behind Mediate Financial Services, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Christopher Mediate, MBA, CWM, RFC President
For over 25 years, Christopher has helped clients create financial strategies designed to build and protect their retirement wealth.
Christopher is a Chartered Wealth Manager and Registered Financial Consultant. He has passed the Series 65 securities exam and holds life, health, and property and casualty insurance licenses.
He is the managing member of Mediate Financial Investment Advisory Services, LLC, which is an Ohio Registered Investment Adviser. Christopher’s licenses and certifications allow him to provide strategies designed to help his clients meet their retirement goals, no matter how complex their financial situations may be. As an Investment Adviser Representative, Christopher is held to the fiduciary standard, which means he is required to put his clients’ interests ahead of his own, disclosing any potential conflicts of interest.
Christopher holds a Bachelor of Science degree from Youngstown State University and a Master of Business Administration from Webster University. He stays active in the financial industry through memberships in various professional organizations, including the Wealth Preservation Institute, National Institute of Certified Estate Planners, Accreditation Council for Accountancy and Taxation, International Association of Registered Financial Consultants, the Asset Protection Society and the American Academy of Financial Management.
Christopher and his wife of more than 20 years have two sons. When he’s not in the office, Christopher enjoys spending time with his family and watching sports.
Leslie MediateDirector of Client Services
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.