Our Founder



Chris Hobart | CEO

An entrepreneurial spirit comes naturally to Chris Hobart, who opened his first business at age 9: the Hobart Café and Karaoke, a neighborhood restaurant located in his parents’ basement. Since then, Chris has continued to dream big, and it’s led him to his true calling of helping others dream big, too.
From guiding baby boomers through retirement to inspiring other financial planners, Chris has dedicated his life to helping others live with meaning and purpose and achieve their dreams. His passion for helping others resulted in recognition from Senior Market Advisor in 2008 and from Retirement Advisor Magazine in 2016 as one of the top five independent advisors shaping the industry. He also received Charlotte’s 40 Under 40 award in 2015 and continues to be a highly sought-after coach to his peers.
Chris has taught his Gold Paper Clip philosophy to hundreds of financial advisors through mentoring, speaking and training programs. He’s been featured on a variety of well-known media outlets, including CNBC, CBS, The Wall Street Journal, The Associated Press, Forbes magazine and many more. Chris also appears regularly on the TV morning show Charlotte Today, and he’s the host of The Charlotte Retirement Report, a weekly financial educational TV program.
Chris is dedicated to giving back to the Charlotte community, donating time and resources to local organizations. He and his wife, Renee, are avid supporters of the performing arts, and they have a joint a passion for making arts education and musical theater accessible to all young people regardless of financial means. Chris has also served on the Board
of Directors for Junior Achievement of Central Carolinas, a local organization that helps young people unleash their true potential.
Family is the ultimate priority for Chris. He credits his hard work ethic and positive life outlook to his parents, Randy and Arlene, who taught him valuable lessons about being a great husband, dad, and leader. Chris spends most of his time outside of work with Renee and their two daughters, Sloane and Blythe. He also enjoys traveling to remote locales such Alaska, Wyoming and Canada, and he frequently escapes to the North Carolina mountains for some fly fishing.


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