Home > Christopher Drake

Christopher Drake

Wealth Manager

Christopher serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than a decade of experience in the financial services industry, Christopher offers his clients a truly comprehensive planning experience. Christopher began his career in banking before transitioning to wealth management and worked as a wealth manager at an independent investment advisory firm prior to joining Creative Planning.

Christopher received his Bachelor of Science degree in math and economics from the University of California, San Diego.

Outside of work, Christopher cherishes spending time with his wife and twin daughters. He also enjoys surfing, golfing, camping and hiking.

*See all Creative Planning disclosures and sources.

 

Prefer to discuss over the phone?
833-416-4702