Click this link to hear Chris interviewed on KCBQ radio. 

With over thirteen years of experience in the financial services industry, Chris has proven himself as a professional who cares about the best interests of his clients.  His colleagues respect him as highly qualified in tailoring plans for his clients with accuracy and precision.  Chris prides himself on the meticulous care and attention he gives every client.  

Chris’ client base consists predominantly of high-income-tax-bracket professionals, executives, retirees, and business owners in various industries.  He has experience in the following areas:

Ø   Comprehensive Financial Planning*

Ø   Tax Advantaged Investment Planning

Ø                   Insurance

Ø                   Tax Conscious Strategies

Ø   Fee-Based Asset Management Accounts*

Ø   Benefits Plans for Business Owners & Employees

Ø   Estate Planning

Chris is a CERTIFIED FINANCIAL PLANNER™, Professional, and holds the designations of Accredited Estate Planner and Chartered Life Underwriter.  He holds a Bachelor of Science Degree in Business Finance from San Diego State University, and a Masters of Science Degree in Financial Services (MSFS) from the American College.  Over the past few years, Chris’ media exposure has increased significantly: he has been interviewed on National Public Radio, Local 8 News, the San Diego Union Tribune Business Section, and The National Underwriter; has placed articles in various publications and co-hosts a weekly radio show on 1170 AM KCBQ.  During his years of experience he has been a featured seminar speaker and is a member of the Better Business Bureau Speakers Bureau.  Chris has served many years on the board of directors for the Financial Planning Association (San Diego Chapter), and is currently chairman emeritus.  Chris was awarded the Heart Of Financial Planning award in 2008 by the FPA of San Diego. This award is presented to someone who is a chapter member or community leader of our greater San Diego community that demonstrates a commitment to the highest standards of professional competence, integrity, relationships and stewardship.

San Diego natives, Chris and his wife Karen live in Fletcher Hills with their daughters Addisyn and Piper.