Chris serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to help meet their most complex goals and financial needs. His in depth approach addresses wealth management issues in the areas of retirement planning, investment management, tax, estate planning, insurance, college planning and charitable giving.
Chris has spent the last 19 years helping clients navigate all aspects of their wealth management needs. Prior to joining Creative Planning, he served as an advisor working directly with high net worth families and business owners to help them with all of their planning needs. Chris also served as the Senior Director of Planning at a large national bank in their Private Wealth Management division.
Chris received his Bachelor of Science from the University of California San Diego in Economics with an emphasis in Management Science. He holds the CERTIFIED FINANCIAL PLANNER™ certification.
San Diego is home to Chris, his wife and two daughters. He enjoys staying active by going to the gym regularly and competing in obstacle course races a few times per year. He is very active in is children’s lives and is helping them find and pursue their passions.