Chris is an Associate in the Los Altos Office. He is a member of the firm’s Wealth Management team and supports the Partners and Principals in client services as well as facilitating account management. He has thirteen years of experience educating and assisting clients in financial and banking matters.
Chris started his career working at The Chicago Corporation as an Options Runner. Prior to Cerity Partners, Chris also worked at Charles Schwab, Fidelity, and Ameriprise providing administrative and operational support in various areas but finds his greatest enjoyment helping clients accomplish their financial goals.
Chris earned his Bachelor of Science in Economics from San Francisco State University. He plans to pursue his Financial Paraplanner Qualified Professional designation.
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