Client Advisory

Biography

Chris is an Associate in the Los Altos office. His primary responsibilities include assisting clients with the administrative tasks for financial success along with the execution of decisions made by the client and their advisor. Chris has thirteen years of financial and banking experience in educating and assisting clients in financial matters. 

Chris started his career working at The Chicago Corporation as an Options Runner. At Charles Schwab & Company, he worked as a Financial Consultant where he advised his clients in managing their finances and accomplishing their financial goals. At Fidelity Investments, he managed the operations of the Mountain View office providing oversight for corporate compliance.

Education

  • B.S. in Economics from San Francisco State University  

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.