NEW YORK - s4story -- Building a successful financial advisory practice takes vision, perseverance and a commitment to clients. On an upcoming episode of Moving America Forward, airing as sponsored programming on CNBC, Chris Kandas, CFP®, APMA®, CEPA®, Managing Director and Financial Advisor with Kandas Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, joins retirement income expert Tom Hegna to share insights on wealth management and the evolution of a family-founded business.

Based in Phoenix, Arizona, Kandas Private Wealth Advisors traces its roots to founding advisor Wayne Kandas, who built the practice through personal outreach, cold calling and a willingness to explore new opportunities, including hosting a local financial radio show. Today, as Wayne approaches retirement, his son Chris continues the family legacy, building on the relationships and client-first philosophy that shaped the business.

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During the interview, Kandas discusses how comprehensive financial planning can help individuals, families and business owners make informed decisions about their financial futures. Topics include Roth conversions, tax diversification, mega backdoor Roth strategies and retirement income planning.

Kandas emphasizes that financial strategies should be tailored to each client's circumstances rather than applied universally. He also explores how a bucket-based retirement approach, incorporating investments and other financial products where appropriate, can help align assets with income needs, time horizons and risk tolerance.

The conversation extends beyond retirement to estate planning, charitable giving, business succession and preparing future generations for wealth transfer. Kandas highlights the importance of coordinated planning to help families preserve their assets and business owners prepare for their next chapter.

The interview airs Saturday, October 17, at 7:30 a.m. Eastern on CNBC as part of Moving America Forward's series, which gives featured professionals a national television platform to share their expertise, introduce their services and build brand awareness.

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Watch a preview of the interview: Chris Kandas with Tom Hegna



Kandas Private Wealth Advisors has been recognized in Forbes' Best-in-State Wealth Management Teams rankings for 2023, 2024, 2025 and 2026, according to information provided for the interview.

For more information, visit Kandas Private Wealth Advisors.

Moving America Forward showcases entrepreneurs, innovators and business leaders whose expertise and vision contribute to economic growth and help individuals and organizations move toward a stronger future.