Client Advisory


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.


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

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