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chris whittaker

bio

Chris Whittaker joined intellicents in April 2025 as a Financial Consultant, bringing more than 15 years of financial services experience to his role supporting clients at every level.


Throughout his career, Chris has worked for some of the largest recordkeepers in the industry, gaining extensive experience in client services, retirement plan implementation, participant education, and corporate relationship management. His deep understanding of the recordkeeper side of the business, combined with his passion for building strong client relationships and educating participants, makes him a valuable addition to the intellicents team.

education & certifications

Bachelor of Science degree in Marketing from Metropolitan State University in Denver, Colorado.

my idea of living the dream

My idea of living the dream is every American having the financial freedom to retire when they want, where they want. Too many people today are weighed down by worries about not saving enough, rising inflation, and uncertainty around Social Security. I’m passionate about helping guide people through those challenges so they can confidently reach their retirement dreams.

this is my dream job

The 99% of Americans are often underserved, and I take pride in serving everyone with the same respect, appreciation, and commitment. I’m passionate about helping people take positive actions today that can lead to stronger financial outcomes tomorrow. I love having real conversations about their goals and equipping them with the tools they need to retire comfortably — on their terms, when and where they choose.

this is how i make it real

I love spending time with my wife and three daughters. They keep us busy with their gymnastics and cheer events, but when we get a break, we enjoy camping by the lake and making the most of long weekends together.

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