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Biography

Chris is a Senior Associate in the Silicon Valley (San Jose) 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 seventeen 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.

Learn more about my practice.

Education

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

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By submitting the form, 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.